+234.1%
ABT vs WMB
+282.5%
-48.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -1.3% | +7.8% | -9.1% | -2.5% |
| 30D | +6.0% | -5.1% | +11.1% | +6.6% |
| 3M | -1.9% | -4.7% | +2.8% | -1.5% |
| 6M | +31.2% | -7.4% | +38.6% | +32.1% |
| YTD | -11.2% | +17.5% | -28.7% | -14.5% |
| 1Y | -14.0% | +19.5% | -33.4% | -17.4% |
| 3Y | +20.7% | +121.3% | -100.6% | +2.1% |
| 5Y | -6.7% | +200.5% | -207.2% | -25.9% |
| All | +234.1% | +282.5% | -48.4% | +147.3% |
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