+47.9%
XBI vs SNPS
+6.4%
+41.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.6% | +2.7% |
| 7D | +1.0% | -3.9% | +4.9% | +1.4% |
| 30D | +1.9% | -5.2% | +7.1% | +2.3% |
| 3M | +4.8% | +14.6% | -9.9% | +3.0% |
| 6M | +19.3% | -6.9% | +26.2% | +20.1% |
| YTD | +30.6% | -1.4% | +32.1% | +27.1% |
| 1Y | +47.9% | +11.2% | +36.7% | +44.6% |
| All | +47.9% | +6.4% | +41.5% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 1y: compounded portfolio wealth divided by compounded SNPS 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…
1y analysis · Full analysis span regression · 6 months rolling