+852.5%
WMB vs XME
+184.7%
+667.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +0.5% |
| 7D | -6.7% | +0.9% | -7.6% | -7.2% |
| 30D | -8.6% | -7.3% | -1.3% | -4.6% |
| 3M | -4.9% | -14.8% | +9.8% | +3.4% |
| 6M | -6.3% | -18.4% | +12.1% | +2.3% |
| YTD | +13.0% | -4.7% | +17.6% | +9.8% |
| 1Y | +14.9% | +5.7% | +9.2% | +4.3% |
| 3Y | +113.4% | +104.0% | +9.4% | +22.7% |
| 5Y | +190.2% | +122.4% | +67.7% | +49.0% |
| 10Y | +259.9% | +285.4% | -25.5% | +16.9% |
| All | +852.5% | +184.7% | +667.9% | +203.7% |
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