+20.8%
XBI vs IWD
+72.9%
-52.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.8% |
| 7D | -3.6% | -1.2% | -2.4% | -2.2% |
| 30D | +0.9% | -1.6% | +2.5% | +3.0% |
| 3M | +21.4% | +7.0% | +14.4% | +11.2% |
| 6M | +25.5% | +17.0% | +8.5% | +2.7% |
| YTD | +30.8% | +21.6% | +9.2% | +1.7% |
| 1Y | +68.6% | +28.0% | +40.6% | +22.7% |
| 3Y | +103.9% | +70.6% | +33.4% | +1.9% |
| 5Y | +20.8% | +73.3% | -52.6% | -39.1% |
| All | +20.8% | +72.9% | -52.2% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 5y: compounded portfolio wealth divided by compounded IWD 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…
5y analysis · Full analysis span regression · 6 months rolling