+132.5%
XBI vs SNAP
-77.4%
+209.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -0.9% | +1.5% | -2.4% | -1.2% |
| 30D | +2.9% | +1.9% | +1.0% | +2.3% |
| 3M | +26.2% | -3.9% | +30.1% | +25.9% |
| 6M | +30.7% | +5.2% | +25.5% | +27.7% |
| YTD | +32.9% | -32.7% | +65.6% | +39.1% |
| 1Y | +72.3% | -24.8% | +97.1% | +76.0% |
| 3Y | +107.2% | -42.2% | +149.4% | +107.9% |
| 5Y | +23.2% | -92.7% | +115.8% | +52.6% |
| All | +132.5% | -77.4% | +209.9% | +109.0% |
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