+872.7%
WEC vs XHB
+173.9%
+698.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | -1.3% | -6.9% | +5.6% | +0.1% |
| 3M | -3.9% | -1.3% | -2.7% | -3.9% |
| 6M | -8.3% | -6.8% | -1.5% | -7.4% |
| YTD | +3.1% | +0.7% | +2.3% | +2.3% |
| 1Y | +1.9% | -11.2% | +13.2% | +3.7% |
| 3Y | +41.9% | +25.3% | +16.6% | +32.1% |
| 5Y | +30.8% | +37.3% | -6.5% | +17.5% |
| 10Y | +141.9% | +211.5% | -69.6% | +76.2% |
| All | +872.7% | +173.9% | +698.8% | +569.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling