+955.3%
XBI vs IWD
+475.4%
+479.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | +0.3% |
| 7D | +0.9% | -0.3% | +1.2% | +1.1% |
| 30D | +7.1% | +0.6% | +6.5% | +6.5% |
| 3M | +22.9% | +7.2% | +15.7% | +15.1% |
| 6M | +29.7% | +16.2% | +13.5% | +12.8% |
| YTD | +34.5% | +23.3% | +11.1% | +10.5% |
| 1Y | +76.1% | +29.6% | +46.5% | +38.3% |
| 3Y | +103.2% | +70.5% | +32.7% | +25.0% |
| 5Y | +22.8% | +73.5% | -50.6% | -24.3% |
| 10Y | +176.3% | +198.3% | -22.0% | +5.6% |
| All | +955.3% | +475.4% | +479.9% | +114.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling