+2,575.4%
SOXX vs WMB
+654.8%
+1,920.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | +6.1% | 0.0% | +6.1% | +6.1% |
| 30D | +0.5% | +4.6% | -4.1% | -0.5% |
| 3M | -5.3% | +5.7% | -11.1% | -6.6% |
| 6M | +58.3% | +4.2% | +54.1% | +56.4% |
| YTD | +76.8% | +26.8% | +50.0% | +67.6% |
| 1Y | +114.6% | +34.7% | +79.9% | +100.5% |
| 3Y | +229.6% | +146.8% | +82.8% | +171.2% |
| 5Y | +257.3% | +285.0% | -27.7% | +167.7% |
| 10Y | +1,583.2% | +313.2% | +1,270.1% | +1,103.1% |
| All | +2,575.4% | +654.8% | +1,920.6% | +1,749.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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