+2.1%
XEL vs BBIO
+21.0%
-19.0%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.5% | 0.0% |
| 7D | +1.7% | +5.0% | -3.3% | +1.6% |
| 30D | +10.5% | +10.9% | -0.4% | +10.2% |
| 3M | +4.9% | -9.4% | +14.4% | +5.1% |
| 6M | +0.2% | +8.0% | -7.8% | -0.1% |
| YTD | +11.3% | -2.9% | +14.2% | +11.2% |
| 1Y | +2.1% | +18.5% | -16.5% | -1.1% |
| All | +2.1% | +21.0% | -19.0% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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