+76.1%
XBI vs WING
-65.5%
+141.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.3% |
| 7D | +0.9% | -3.9% | +4.7% | +1.0% |
| 30D | +7.1% | -11.6% | +18.6% | +7.5% |
| 3M | +22.9% | -24.2% | +47.1% | +23.9% |
| 6M | +29.7% | -54.1% | +83.8% | +33.1% |
| YTD | +34.5% | -53.9% | +88.4% | +37.9% |
| 1Y | +76.1% | -64.4% | +140.4% | +90.5% |
| All | +76.1% | -65.5% | +141.6% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling