+149.7%
XBI vs SNPS
+585.4%
-435.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -4.6% | +0.9% | -5.5% | -5.0% |
| 30D | -2.0% | -3.6% | +1.6% | -1.3% |
| 3M | +17.8% | -12.9% | +30.7% | +22.9% |
| 6M | +23.7% | -8.2% | +31.9% | +24.9% |
| YTD | +28.2% | -15.4% | +43.6% | +32.5% |
| 1Y | +64.0% | -9.3% | +73.3% | +61.9% |
| 3Y | +99.4% | -14.0% | +113.4% | +73.1% |
| 5Y | +19.3% | +19.5% | -0.2% | -18.6% |
| All | +149.7% | +585.4% | -435.7% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling