+313.2%
WMB vs XHB
+202.9%
+110.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.2% |
| 7D | 0.0% | -1.9% | +1.9% | +0.8% |
| 30D | +4.6% | -8.3% | +12.9% | +8.4% |
| 3M | +5.7% | -7.1% | +12.9% | +8.3% |
| 6M | +4.2% | -5.3% | +9.4% | +4.9% |
| YTD | +26.8% | -3.2% | +30.0% | +25.7% |
| 1Y | +34.7% | -13.9% | +48.5% | +40.6% |
| 3Y | +146.8% | +24.9% | +121.9% | +100.7% |
| 5Y | +285.0% | +34.5% | +250.5% | +188.8% |
| 10Y | +313.2% | +215.5% | +97.7% | +64.8% |
| All | +313.2% | +202.9% | +110.3% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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