+125.2%
XBI vs WMB
+121.9%
+3.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -1.1% | +7.8% | -8.9% | -2.5% |
| 30D | +2.6% | -5.1% | +7.7% | +3.3% |
| 3M | -4.0% | -4.7% | +0.7% | -3.5% |
| 6M | +10.9% | -7.4% | +18.3% | +11.9% |
| YTD | +23.6% | +17.5% | +6.1% | +16.2% |
| 1Y | +35.1% | +19.5% | +15.6% | +26.3% |
| 3Y | +125.2% | +121.3% | +3.9% | +69.2% |
| All | +125.2% | +121.9% | +3.3% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 3y: compounded portfolio wealth divided by compounded WMB 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…
3y analysis · Full analysis span regression · 6 months rolling