+99.4%
XBI vs IWF
+76.9%
+22.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.9% |
| 7D | -4.6% | -0.9% | -3.7% | -4.0% |
| 30D | -2.0% | -1.7% | -0.3% | -0.8% |
| 3M | +17.8% | +0.7% | +17.1% | +16.8% |
| 6M | +23.7% | +8.6% | +15.2% | +16.2% |
| YTD | +28.2% | +3.5% | +24.7% | +24.3% |
| 1Y | +64.0% | +7.0% | +56.9% | +55.1% |
| 3Y | +99.4% | +76.3% | +23.1% | +27.0% |
| All | +99.4% | +76.9% | +22.5% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling