+100.2%
XBI vs SNPS
-13.6%
+113.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.8% |
| 7D | -4.6% | -4.6% | 0.0% | -3.9% |
| 30D | -0.8% | -3.3% | +2.6% | -0.5% |
| 3M | +21.8% | -13.8% | +35.6% | +24.5% |
| 6M | +23.2% | -8.2% | +31.4% | +23.8% |
| YTD | +28.7% | -15.4% | +44.2% | +30.7% |
| 1Y | +67.8% | +2.4% | +65.4% | +63.2% |
| All | +100.2% | -13.6% | +113.8% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling