+76.1%
XBI vs XEL
+7.2%
+68.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +0.9% | -1.0% | +1.8% | +1.0% |
| 30D | +7.1% | -1.9% | +9.0% | +7.3% |
| 3M | +22.9% | -1.9% | +24.8% | +23.1% |
| 6M | +29.7% | -7.4% | +37.2% | +31.3% |
| YTD | +34.5% | +4.1% | +30.4% | +32.6% |
| 1Y | +76.1% | +8.0% | +68.0% | +74.9% |
| All | +76.1% | +7.2% | +68.9% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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