-21.2%
XYL vs IBB
+45.6%
-66.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.2% | +5.1% | +3.7% |
| 7D | +1.8% | -1.7% | +3.5% | +2.4% |
| 30D | -9.2% | +4.9% | -14.1% | -11.0% |
| 3M | -0.3% | +24.2% | -24.5% | -9.3% |
| 6M | -11.0% | +23.8% | -34.8% | -19.2% |
| YTD | -19.2% | +23.0% | -42.2% | -26.5% |
| 1Y | -21.2% | +46.2% | -67.4% | -33.0% |
| All | -21.2% | +45.6% | -66.8% | -33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling