+910.3%
XBI vs WSM
+1,734.0%
-823.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.2% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -0.8% | -10.7% | +9.9% | +2.2% |
| 3M | +21.8% | +8.5% | +13.3% | +18.9% |
| 6M | +23.2% | +19.6% | +3.5% | +17.0% |
| YTD | +28.7% | +26.6% | +2.1% | +19.9% |
| 1Y | +67.8% | +12.0% | +55.8% | +60.9% |
| 3Y | +100.6% | +226.6% | -126.0% | +37.0% |
| 5Y | +19.8% | +174.1% | -154.3% | -16.9% |
| 10Y | +159.7% | +1,052.9% | -893.2% | +12.8% |
| All | +910.3% | +1,734.0% | -823.7% | +253.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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