+23.2%
XBI vs WM
+53.3%
-30.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -1.1% |
| 7D | -0.9% | -0.9% | 0.0% | -0.8% |
| 30D | +2.9% | -4.3% | +7.2% | +3.6% |
| 3M | +26.2% | +0.8% | +25.4% | +25.5% |
| 6M | +30.7% | -10.8% | +41.5% | +33.2% |
| YTD | +32.9% | -0.1% | +33.0% | +31.8% |
| 1Y | +72.3% | +1.0% | +71.3% | +70.2% |
| 3Y | +107.2% | +45.1% | +62.1% | +82.3% |
| 5Y | +23.2% | +52.1% | -28.9% | +2.0% |
| All | +23.2% | +53.3% | -30.2% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling