+64.0%
XBI vs GWW
+29.1%
+34.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -4.6% | -3.4% | -1.3% | -4.4% |
| 30D | -2.0% | -1.9% | -0.1% | -1.9% |
| 3M | +17.8% | -2.4% | +20.2% | +17.4% |
| 6M | +23.7% | +15.7% | +8.0% | +18.1% |
| YTD | +28.2% | +27.6% | +0.6% | +20.1% |
| 1Y | +64.0% | +27.2% | +36.8% | +55.4% |
| All | +64.0% | +29.1% | +34.9% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling