+76.1%
XBI vs SPYM
+20.9%
+55.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | 0.0% |
| 7D | +0.9% | +0.1% | +0.8% | +0.7% |
| 30D | +7.1% | +0.1% | +7.0% | +7.0% |
| 3M | +22.9% | +2.0% | +20.9% | +20.4% |
| 6M | +29.7% | +13.1% | +16.6% | +11.6% |
| YTD | +34.5% | +13.6% | +20.9% | +14.8% |
| 1Y | +76.1% | +20.1% | +56.0% | +41.1% |
| All | +76.1% | +20.9% | +55.1% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 SPYM 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