+125.2%
XBI vs W
+161.9%
-36.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | +2.6% | +6.8% | -4.2% | +1.3% |
| 3M | -4.0% | +10.7% | -14.7% | -5.9% |
| 6M | +10.9% | +86.3% | -75.4% | -2.4% |
| YTD | +23.6% | +11.5% | +12.1% | +17.5% |
| 1Y | +35.1% | +5.1% | +30.0% | +29.5% |
| 3Y | +125.2% | +171.0% | -45.8% | +70.4% |
| All | +125.2% | +161.9% | -36.7% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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