+99.4%
XBI vs WCN
+18.4%
+81.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -4.6% | -3.1% | -1.5% | -4.1% |
| 30D | -2.0% | -3.4% | +1.4% | -1.4% |
| 3M | +17.8% | +3.0% | +14.8% | +16.8% |
| 6M | +23.7% | -3.8% | +27.5% | +24.5% |
| YTD | +28.2% | -8.3% | +36.5% | +30.4% |
| 1Y | +64.0% | -9.7% | +73.7% | +67.3% |
| 3Y | +99.4% | +17.2% | +82.2% | +80.5% |
| All | +99.4% | +18.4% | +81.0% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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