+955.3%
XBI vs WM
+1,082.5%
-127.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.2% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | +7.1% | -2.4% | +9.4% | +8.2% |
| 3M | +22.9% | +0.4% | +22.5% | +21.8% |
| 6M | +29.7% | -9.5% | +39.2% | +34.6% |
| YTD | +34.5% | +0.5% | +34.0% | +32.2% |
| 1Y | +76.1% | -1.1% | +77.1% | +73.8% |
| 3Y | +103.2% | +46.0% | +57.2% | +59.9% |
| 5Y | +22.8% | +51.8% | -29.0% | -7.0% |
| 10Y | +176.3% | +307.5% | -131.2% | +14.5% |
| All | +955.3% | +1,082.5% | -127.2% | +123.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling