+35.1%
XBI vs WM
+21.5%
+13.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.5% |
| 7D | -1.1% | +3.2% | -4.3% | -0.5% |
| 30D | +2.6% | +13.0% | -10.4% | +4.5% |
| 3M | -4.0% | +9.2% | -13.3% | -2.8% |
| 6M | +10.9% | +13.6% | -2.7% | +12.3% |
| YTD | +23.6% | +12.4% | +11.2% | +24.3% |
| 1Y | +35.1% | +21.2% | +13.9% | +34.5% |
| All | +35.1% | +21.5% | +13.6% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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