+288.5%
WMB vs XYZ
-68.7%
+357.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.5% |
| 7D | +0.8% | +2.9% | -2.1% | +0.5% |
| 30D | +7.7% | +1.4% | +6.3% | +7.5% |
| 3M | +6.7% | +14.6% | -7.9% | +5.1% |
| 6M | +3.6% | +20.8% | -17.1% | +1.3% |
| YTD | +28.0% | +23.1% | +4.9% | +24.4% |
| 1Y | +37.6% | +5.6% | +32.0% | +35.5% |
| 3Y | +149.0% | +50.9% | +98.1% | +131.4% |
| All | +288.5% | -68.7% | +357.2% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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