+149.7%
XBI vs SPXS
-99.6%
+249.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -1.3% |
| 7D | -4.6% | +2.5% | -7.1% | -3.7% |
| 30D | -2.0% | +4.2% | -6.2% | -0.3% |
| 3M | +17.8% | -9.3% | +27.1% | +14.3% |
| 6M | +23.7% | -30.7% | +54.4% | +10.3% |
| YTD | +28.2% | -28.1% | +56.3% | +16.5% |
| 1Y | +64.0% | -35.1% | +99.0% | +44.6% |
| 3Y | +99.4% | -79.6% | +179.0% | +27.4% |
| 5Y | +19.3% | -86.3% | +105.6% | -20.8% |
| All | +149.7% | -99.6% | +249.3% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling