+30.1%
XEL vs IBB
+20.0%
+10.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.0% |
| 7D | +1.3% | -1.7% | +3.0% | +1.7% |
| 30D | -1.5% | +4.9% | -6.4% | -2.7% |
| 3M | -0.2% | +24.2% | -24.4% | -5.1% |
| 6M | -5.4% | +23.8% | -29.3% | -10.2% |
| YTD | +5.6% | +23.0% | -17.3% | +0.3% |
| 1Y | +10.5% | +46.2% | -35.7% | +0.4% |
| 3Y | +49.2% | +64.8% | -15.6% | +30.3% |
| 5Y | +30.1% | +20.9% | +9.2% | +10.1% |
| All | +30.1% | +20.0% | +10.1% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling