+955.2%
WMB vs XME
+242.3%
+712.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +3.3% | +6.0% | -2.7% | -0.9% |
| 3M | +3.1% | -7.7% | +10.9% | +6.0% |
| 6M | -0.7% | +1.0% | -1.7% | -4.9% |
| YTD | +25.2% | +14.6% | +10.5% | +9.6% |
| 1Y | +32.9% | +46.0% | -13.1% | -1.2% |
| 3Y | +140.6% | +127.0% | +13.5% | +30.6% |
| 5Y | +273.5% | +175.8% | +97.6% | +68.9% |
| 10Y | +334.2% | +414.6% | -80.4% | +17.9% |
| All | +955.2% | +242.3% | +712.9% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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