+988.6%
WEC vs XHB
+172.3%
+816.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +2.3% | -0.2% | +2.5% | +2.3% |
| 30D | +11.1% | +9.9% | +1.1% | +8.8% |
| 3M | +8.4% | -6.3% | +14.7% | +9.8% |
| 6M | +7.5% | +3.8% | +3.7% | +6.2% |
| YTD | +15.3% | +0.1% | +15.2% | +14.5% |
| 1Y | +9.7% | -0.8% | +10.5% | +9.0% |
| 3Y | +64.7% | +35.6% | +29.1% | +50.6% |
| 5Y | +57.3% | +29.6% | +27.7% | +43.0% |
| 10Y | +195.9% | +237.5% | -41.6% | +112.0% |
| All | +988.6% | +172.3% | +816.4% | +649.6% |
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