+943.2%
XBI vs WEC
+893.5%
+49.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.5% |
| 7D | -0.9% | +0.8% | -1.7% | -1.2% |
| 30D | +2.9% | +0.3% | +2.6% | +2.7% |
| 3M | +26.2% | -2.9% | +29.1% | +27.2% |
| 6M | +30.7% | -5.9% | +36.6% | +33.0% |
| YTD | +32.9% | +4.1% | +28.8% | +30.3% |
| 1Y | +72.3% | +3.1% | +69.1% | +69.2% |
| 3Y | +107.2% | +40.8% | +66.4% | +79.7% |
| 5Y | +23.2% | +31.7% | -8.5% | +7.8% |
| 10Y | +158.5% | +141.1% | +17.4% | +59.0% |
| All | +943.2% | +893.5% | +49.7% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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