+906.3%
XBI vs WTW
+439.3%
+467.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | -5.7% | +1.1% | -2.2% |
| 30D | -2.0% | -7.3% | +5.3% | +1.1% |
| 3M | +17.8% | +21.5% | -3.7% | +7.5% |
| 6M | +23.7% | +9.6% | +14.1% | +16.9% |
| YTD | +28.2% | -3.3% | +31.5% | +26.9% |
| 1Y | +64.0% | -6.1% | +70.1% | +64.0% |
| 3Y | +99.4% | +61.8% | +37.6% | +51.6% |
| 5Y | +19.3% | +42.7% | -23.3% | -4.1% |
| 10Y | +158.7% | +197.2% | -38.5% | +42.9% |
| All | +906.3% | +439.3% | +467.0% | +305.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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