+197.1%
ABT vs WMB
+307.8%
-110.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.1% | -1.5% |
| 7D | -5.9% | -1.0% | -4.8% | -5.7% |
| 30D | -8.1% | -0.4% | -7.6% | -8.1% |
| 3M | +14.5% | +3.2% | +11.3% | +13.7% |
| 6M | -6.3% | +0.1% | -6.4% | -6.6% |
| YTD | -17.1% | +23.9% | -41.0% | -20.6% |
| 1Y | -21.4% | +27.6% | -49.0% | -25.2% |
| 3Y | +5.9% | +141.9% | -136.0% | -11.6% |
| 5Y | -12.8% | +273.8% | -286.5% | -33.3% |
| All | +197.1% | +307.8% | -110.7% | +120.1% |
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