+99.4%
XBI vs SPMO
+155.8%
-56.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.7% |
| 7D | -4.6% | -0.9% | -3.7% | -4.1% |
| 30D | -2.0% | -1.9% | -0.1% | -1.0% |
| 3M | +17.8% | -1.4% | +19.1% | +17.4% |
| 6M | +23.7% | +25.5% | -1.8% | +4.2% |
| YTD | +28.2% | +24.8% | +3.4% | +8.3% |
| 1Y | +64.0% | +24.5% | +39.5% | +38.6% |
| 3Y | +99.4% | +157.1% | -57.7% | -3.1% |
| All | +99.4% | +155.8% | -56.4% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling