+19.8%
XBI vs WING
-35.5%
+55.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.0% |
| 3M | +21.8% | -23.9% | +45.7% | +27.4% |
| 6M | +23.2% | -48.9% | +72.1% | +39.4% |
| YTD | +28.7% | -53.3% | +82.1% | +46.5% |
| 1Y | +67.8% | -60.3% | +128.1% | +96.8% |
| 3Y | +100.6% | -30.1% | +130.7% | +76.2% |
| 5Y | +19.8% | -36.2% | +56.0% | -2.5% |
| All | +19.8% | -35.5% | +55.4% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling