+100.2%
XBI vs WING
-29.7%
+129.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -4.6% | +0.2% | -4.8% | -4.6% |
| 30D | -0.8% | -0.5% | -0.3% | -0.9% |
| 3M | +21.8% | -23.9% | +45.7% | +24.5% |
| 6M | +23.2% | -48.9% | +72.1% | +31.2% |
| YTD | +28.7% | -53.3% | +82.1% | +37.5% |
| 1Y | +67.8% | -60.3% | +128.1% | +82.3% |
| All | +100.2% | -29.7% | +129.9% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling