+20.8%
XBI vs WST
-27.5%
+48.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -3.6% | -1.7% | -2.0% | -3.2% |
| 30D | +0.9% | -4.3% | +5.2% | +1.9% |
| 3M | +21.4% | +0.7% | +20.7% | +21.1% |
| 6M | +25.5% | +36.0% | -10.5% | +16.1% |
| YTD | +30.8% | +22.7% | +8.1% | +23.7% |
| 1Y | +68.6% | +34.1% | +34.5% | +55.4% |
| 3Y | +103.9% | -13.6% | +117.5% | +99.8% |
| 5Y | +20.8% | -26.0% | +46.7% | +21.0% |
| All | +20.8% | -27.5% | +48.3% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling