+978.7%
WEC vs XHB
+170.3%
+808.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.4% |
| 7D | -0.7% | -2.4% | +1.7% | -0.2% |
| 30D | +11.0% | +7.1% | +3.9% | +9.3% |
| 3M | +8.6% | -6.0% | +14.6% | +9.8% |
| 6M | +6.2% | +2.1% | +4.1% | +5.3% |
| YTD | +14.3% | -0.6% | +14.9% | +13.6% |
| 1Y | +8.4% | -3.3% | +11.7% | +8.3% |
| 3Y | +62.9% | +34.1% | +28.8% | +49.3% |
| 5Y | +55.8% | +28.6% | +27.2% | +41.9% |
| 10Y | +193.2% | +235.0% | -41.9% | +110.4% |
| All | +978.7% | +170.3% | +808.4% | +643.9% |
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