+19.9%
XBI vs WMB
+270.3%
-250.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -4.6% | -1.0% | -3.6% | -4.4% |
| 30D | -2.0% | -0.4% | -1.6% | -2.0% |
| 3M | +17.8% | +3.2% | +14.6% | +16.3% |
| 6M | +23.7% | +0.1% | +23.6% | +22.8% |
| YTD | +28.2% | +23.9% | +4.4% | +18.5% |
| 1Y | +64.0% | +27.6% | +36.4% | +49.7% |
| 3Y | +99.4% | +141.9% | -42.5% | +43.4% |
| All | +19.9% | +270.3% | -250.3% | -20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling