+76.1%
XBI vs SNPS
-33.5%
+109.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.1% |
| 7D | +0.9% | -11.0% | +11.9% | +1.9% |
| 30D | +7.1% | -1.7% | +8.8% | +7.1% |
| 3M | +22.9% | -20.4% | +43.3% | +25.3% |
| 6M | +29.7% | -8.6% | +38.3% | +29.9% |
| YTD | +34.5% | -16.2% | +50.6% | +35.3% |
| 1Y | +76.1% | -34.6% | +110.6% | +78.5% |
| All | +76.1% | -33.5% | +109.5% | +78.5% |
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