+31.2%
WEC vs XHB
+34.8%
-3.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | +0.4% | -1.9% | +2.3% | +0.7% |
| 30D | +0.9% | -8.3% | +9.2% | +2.3% |
| 3M | -5.3% | -7.1% | +1.8% | -4.3% |
| 6M | -6.6% | -5.3% | -1.3% | -6.1% |
| YTD | +3.3% | -3.2% | +6.5% | +3.3% |
| 1Y | +2.1% | -13.9% | +15.9% | +4.1% |
| 3Y | +39.6% | +24.9% | +14.7% | +29.9% |
| 5Y | +31.2% | +34.5% | -3.3% | +13.3% |
| All | +31.2% | +34.8% | -3.7% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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