+116.2%
XBI vs SNAP
-78.1%
+194.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -1.1% | +6.0% | -7.1% | -2.1% |
| 30D | +2.6% | -13.8% | +16.3% | +4.9% |
| 3M | -4.0% | -0.8% | -3.3% | -4.4% |
| 6M | +10.9% | -6.2% | +17.2% | +10.6% |
| YTD | +23.6% | -34.8% | +58.4% | +29.5% |
| 1Y | +35.1% | -38.7% | +73.8% | +42.8% |
| 3Y | +125.2% | -53.5% | +178.6% | +133.8% |
| 5Y | +19.7% | -90.2% | +109.9% | +43.0% |
| All | +116.2% | -78.1% | +194.2% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SNAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling