+19.9%
XBI vs WWD
+184.1%
-164.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.9% |
| 7D | -4.6% | -2.6% | -2.1% | -3.8% |
| 30D | -2.0% | -6.9% | +4.9% | +0.4% |
| 3M | +17.8% | -13.0% | +30.8% | +22.8% |
| 6M | +23.7% | -12.5% | +36.2% | +28.1% |
| YTD | +28.2% | +11.8% | +16.4% | +20.8% |
| 1Y | +64.0% | +41.1% | +22.9% | +40.5% |
| 3Y | +99.4% | +163.1% | -63.7% | +28.5% |
| All | +19.9% | +184.1% | -164.2% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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