+47.9%
XBI vs SPOT
+0.4%
+47.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +2.5% |
| 7D | +1.0% | +16.6% | -15.6% | +0.5% |
| 30D | +1.9% | +29.9% | -28.1% | +0.8% |
| 3M | +4.8% | +31.3% | -26.5% | +3.5% |
| 6M | +19.3% | +43.2% | -23.9% | +16.9% |
| YTD | +30.6% | +8.1% | +22.5% | +32.2% |
| 1Y | +47.9% | -0.3% | +48.2% | +53.2% |
| All | +47.9% | +0.4% | +47.5% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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