+308.0%
WMB vs FXI
+17.3%
+290.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | 0.0% | -2.8% | +2.8% | +0.8% |
| 30D | +4.6% | -5.3% | +9.9% | +6.1% |
| 3M | +5.7% | +0.3% | +5.4% | +5.4% |
| 6M | +4.2% | -4.6% | +8.8% | +5.2% |
| YTD | +26.8% | -9.1% | +35.9% | +29.6% |
| 1Y | +34.7% | -12.0% | +46.6% | +38.6% |
| 3Y | +146.8% | +38.6% | +108.2% | +113.4% |
| 5Y | +285.0% | -6.6% | +291.6% | +283.2% |
| All | +308.0% | +17.3% | +290.8% | +255.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling