+149.7%
XBI vs WING
+407.7%
-258.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.0% | -6.3% | -1.7% |
| 7D | -4.6% | +7.2% | -11.9% | -6.2% |
| 30D | -2.0% | +4.8% | -6.8% | -3.4% |
| 3M | +17.8% | -23.7% | +41.5% | +23.7% |
| 6M | +23.7% | -43.6% | +67.3% | +38.0% |
| YTD | +28.2% | -50.6% | +78.8% | +45.4% |
| 1Y | +64.0% | -57.0% | +121.0% | +90.5% |
| 3Y | +99.4% | -28.3% | +127.7% | +85.2% |
| 5Y | +19.3% | -32.4% | +51.7% | +5.3% |
| All | +149.7% | +407.7% | -258.0% | +41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling