+898.9%
XBI vs WM
+1,187.5%
-288.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +0.1% | +1.2% | -1.1% | -0.6% |
| 30D | +0.8% | +13.7% | -12.8% | -5.6% |
| 3M | -1.9% | +5.2% | -7.1% | -4.8% |
| 6M | +15.2% | +11.2% | +4.0% | +8.1% |
| YTD | +27.3% | +9.4% | +17.9% | +19.5% |
| 1Y | +41.5% | +20.4% | +21.1% | +26.5% |
| 3Y | +133.1% | +44.7% | +88.4% | +84.8% |
| 5Y | +23.7% | +58.5% | -34.8% | -8.3% |
| 10Y | +139.0% | +326.4% | -187.4% | -3.2% |
| All | +898.9% | +1,187.5% | -288.5% | +102.1% |
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