+285.3%
WMB vs XHB
+37.2%
+248.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.7% |
| 7D | +0.8% | +0.2% | +0.6% | +0.7% |
| 30D | +7.7% | -9.1% | +16.8% | +9.6% |
| 3M | +6.7% | -2.3% | +9.0% | +6.8% |
| 6M | +3.6% | -4.1% | +7.8% | +3.9% |
| YTD | +28.0% | -1.7% | +29.7% | +27.2% |
| 1Y | +37.6% | -15.1% | +52.7% | +41.4% |
| 3Y | +149.0% | +26.8% | +122.2% | +122.9% |
| 5Y | +285.3% | +37.3% | +248.0% | +223.7% |
| All | +285.3% | +37.2% | +248.1% | +223.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling