+106.7%
XBI vs WING
+407.0%
-300.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.2% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | +2.9% | -6.0% | +8.9% | +3.9% |
| 3M | +26.2% | -23.5% | +49.7% | +32.5% |
| 6M | +30.7% | -52.0% | +82.7% | +51.7% |
| YTD | +32.9% | -53.8% | +86.7% | +53.4% |
| 1Y | +72.3% | -63.8% | +136.1% | +109.2% |
| 3Y | +107.2% | -30.8% | +138.0% | +94.7% |
| 5Y | +23.2% | -34.3% | +57.4% | +10.3% |
| 10Y | +158.5% | +352.4% | -193.9% | +36.8% |
| All | +106.7% | +407.0% | -300.3% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling