+99.4%
XBI vs SYY
+29.1%
+70.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -4.6% | +3.9% | -8.6% | -5.5% |
| 30D | -2.0% | -1.7% | -0.3% | -1.6% |
| 3M | +17.8% | +5.2% | +12.6% | +16.2% |
| 6M | +23.7% | -0.2% | +23.9% | +23.0% |
| YTD | +28.2% | +15.4% | +12.9% | +22.0% |
| 1Y | +64.0% | +5.6% | +58.4% | +60.4% |
| 3Y | +99.4% | +28.9% | +70.5% | +66.6% |
| All | +99.4% | +29.1% | +70.3% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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