+910.3%
XBI vs WCN
+1,697.1%
-786.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.0% |
| 7D | -4.6% | -4.4% | -0.2% | -2.4% |
| 30D | -0.8% | -4.4% | +3.7% | +1.5% |
| 3M | +21.8% | +0.5% | +21.4% | +20.9% |
| 6M | +23.2% | -3.3% | +26.4% | +23.8% |
| YTD | +28.7% | -8.5% | +37.2% | +32.5% |
| 1Y | +67.8% | -8.9% | +76.7% | +72.6% |
| 3Y | +100.6% | +18.0% | +82.6% | +75.8% |
| 5Y | +19.8% | +25.0% | -5.2% | +0.6% |
| 10Y | +159.7% | +234.7% | -75.0% | +23.5% |
| All | +910.3% | +1,697.1% | -786.8% | +93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling