+943.2%
XBI vs SNPS
+1,650.1%
-706.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.9% |
| 7D | -0.9% | -5.5% | +4.6% | +1.6% |
| 30D | +2.9% | -5.8% | +8.7% | +4.8% |
| 3M | +26.2% | -17.2% | +43.4% | +35.6% |
| 6M | +30.7% | -10.4% | +41.1% | +33.5% |
| YTD | +32.9% | -16.5% | +49.5% | +38.8% |
| 1Y | +72.3% | -35.6% | +107.9% | +89.6% |
| 3Y | +107.2% | -14.6% | +121.8% | +80.4% |
| 5Y | +23.2% | +16.5% | +6.7% | -14.1% |
| 10Y | +158.5% | +556.6% | -398.0% | -39.0% |
| All | +943.2% | +1,650.1% | -706.9% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling