+3,354.7%
WDC vs XBI
+937.9%
+2,416.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.3% | +2.9% |
| 7D | +6.0% | -0.9% | +6.9% | +6.6% |
| 30D | +9.9% | +2.9% | +7.0% | +7.2% |
| 3M | -9.4% | +26.2% | -35.6% | -22.5% |
| 6M | +94.7% | +30.7% | +64.0% | +63.0% |
| YTD | +177.4% | +32.9% | +144.4% | +130.0% |
| 1Y | +412.6% | +72.3% | +340.3% | +260.4% |
| 3Y | +1,359.8% | +107.2% | +1,252.6% | +792.3% |
| 5Y | +992.6% | +23.2% | +969.4% | +781.7% |
| 10Y | +1,245.5% | +158.5% | +1,087.0% | +531.6% |
| All | +3,354.7% | +937.9% | +2,416.8% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 all: compounded portfolio wealth divided by compounded XBI 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…
all analysis · Full analysis span regression · 6 months rolling