+47.9%
XBI vs IWF
-1.6%
+49.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.4% |
| 7D | +1.0% | -4.2% | +5.2% | +4.0% |
| 30D | +1.9% | -8.1% | +10.0% | +8.0% |
| 3M | +4.8% | -5.1% | +9.8% | +8.5% |
| 6M | +19.3% | -1.4% | +20.7% | +19.5% |
| YTD | +30.6% | -0.1% | +30.7% | +24.8% |
| 1Y | +47.9% | -1.3% | +49.2% | +42.4% |
| All | +47.9% | -1.6% | +49.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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