+64.0%
XBI vs WU
-9.1%
+73.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -4.6% | -3.5% | -1.2% | -4.2% |
| 30D | -2.0% | -2.9% | +0.9% | -1.7% |
| 3M | +17.8% | -2.3% | +20.1% | +17.3% |
| 6M | +23.7% | -25.4% | +49.1% | +27.2% |
| YTD | +28.2% | -21.2% | +49.4% | +31.2% |
| 1Y | +64.0% | -8.9% | +72.8% | +66.3% |
| All | +64.0% | -9.1% | +73.0% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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