+67.8%
XBI vs WST
+37.8%
+30.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.0% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -0.8% | -2.0% | +1.2% | -0.4% |
| 3M | +21.8% | +4.1% | +17.7% | +21.0% |
| 6M | +23.2% | +47.4% | -24.2% | +14.7% |
| YTD | +28.7% | +25.4% | +3.3% | +22.2% |
| 1Y | +67.8% | +35.3% | +32.5% | +53.7% |
| All | +67.8% | +37.8% | +30.0% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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