+295.4%
WMB vs FXI
+16.6%
+278.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -1.7% | -2.8% | +1.1% | -0.9% |
| 30D | +0.7% | -3.7% | +4.4% | +1.7% |
| 3M | +1.5% | -0.4% | +1.9% | +1.4% |
| 6M | +0.1% | -5.4% | +5.5% | +1.3% |
| YTD | +22.9% | -9.6% | +32.5% | +25.8% |
| 1Y | +27.9% | -11.9% | +39.8% | +31.6% |
| 3Y | +139.1% | +37.8% | +101.3% | +107.1% |
| 5Y | +270.9% | -7.0% | +278.0% | +269.7% |
| All | +295.4% | +16.6% | +278.8% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FXI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling