+76.1%
XBI vs SPMO
+29.9%
+46.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.0% |
| 7D | +0.9% | +2.0% | -1.1% | 0.0% |
| 30D | +7.1% | -0.4% | +7.4% | +7.1% |
| 3M | +22.9% | -1.9% | +24.8% | +22.5% |
| 6M | +29.7% | +25.0% | +4.7% | +8.3% |
| YTD | +34.5% | +26.0% | +8.5% | +11.4% |
| 1Y | +76.1% | +28.7% | +47.4% | +46.6% |
| All | +76.1% | +29.9% | +46.1% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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