+926.8%
XBI vs EWT
+838.0%
+88.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -3.6% | +2.1% | -5.8% | -4.7% |
| 30D | +0.9% | +9.4% | -8.5% | -4.0% |
| 3M | +21.4% | +10.9% | +10.6% | +13.6% |
| 6M | +25.5% | +57.9% | -32.4% | -4.4% |
| YTD | +30.8% | +75.9% | -45.1% | -6.4% |
| 1Y | +68.6% | +89.7% | -21.1% | +15.2% |
| 3Y | +103.9% | +200.9% | -97.0% | +5.9% |
| 5Y | +20.8% | +154.5% | -133.7% | -30.9% |
| 10Y | +164.0% | +520.8% | -356.8% | -4.8% |
| All | +926.8% | +838.0% | +88.7% | +178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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