+20.7%
XLK vs WMB
+22.7%
-2.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.4% |
| 7D | -7.6% | -8.6% | +1.0% | -7.1% |
| 30D | -12.2% | -4.2% | -8.0% | -11.7% |
| 3M | -5.5% | -4.4% | -1.0% | -4.9% |
| 6M | +9.2% | -8.7% | +17.9% | +9.3% |
| YTD | +23.0% | +15.4% | +7.7% | +21.5% |
| 1Y | +20.7% | +23.7% | -3.0% | +15.8% |
| All | +20.7% | +22.7% | -2.0% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling