+19.8%
XBI vs SNPS
+18.4%
+1.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.9% |
| 7D | -4.6% | -4.6% | 0.0% | -3.3% |
| 30D | -0.8% | -3.3% | +2.6% | -0.3% |
| 3M | +21.8% | -13.8% | +35.6% | +26.3% |
| 6M | +23.2% | -8.2% | +31.4% | +24.1% |
| YTD | +28.7% | -15.4% | +44.2% | +32.2% |
| 1Y | +67.8% | +2.4% | +65.4% | +59.2% |
| 3Y | +100.6% | -13.5% | +114.1% | +74.7% |
| 5Y | +19.8% | +19.5% | +0.4% | -19.9% |
| All | +19.8% | +18.4% | +1.5% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling