+257.2%
XLI vs WMB
+315.8%
-58.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -6.9% | +4.6% | -11.5% | -8.5% |
| 3M | -1.9% | +5.7% | -7.7% | -4.3% |
| 6M | +1.0% | +4.2% | -3.2% | -1.2% |
| YTD | +11.3% | +26.8% | -15.5% | +1.2% |
| 1Y | +15.8% | +34.7% | -18.9% | +2.5% |
| 3Y | +69.8% | +146.8% | -77.0% | +18.1% |
| 5Y | +80.9% | +285.0% | -204.1% | +5.2% |
| 10Y | +257.2% | +313.2% | -56.0% | +86.4% |
| All | +257.2% | +315.8% | -58.6% | +86.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling