+910.3%
XBI vs WMB
+831.7%
+78.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.7% |
| 7D | -4.6% | -1.7% | -2.9% | -4.1% |
| 30D | -0.8% | +0.7% | -1.5% | -1.2% |
| 3M | +21.8% | +1.5% | +20.3% | +20.8% |
| 6M | +23.2% | +0.1% | +23.1% | +22.3% |
| YTD | +28.7% | +22.9% | +5.8% | +19.6% |
| 1Y | +67.8% | +27.9% | +39.9% | +53.7% |
| 3Y | +100.6% | +139.1% | -38.5% | +49.4% |
| 5Y | +19.8% | +270.9% | -251.1% | -23.1% |
| 10Y | +159.7% | +300.4% | -140.6% | +54.0% |
| All | +910.3% | +831.7% | +78.5% | +239.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling