+232.1%
ABT vs WMB
+270.0%
-37.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.3% |
| 7D | +1.0% | -6.9% | +7.9% | +2.0% |
| 30D | +11.6% | -7.2% | +18.8% | +12.6% |
| 3M | +2.3% | -5.4% | +7.7% | +2.8% |
| 6M | +32.7% | -4.9% | +37.6% | +33.0% |
| YTD | -9.6% | +14.7% | -24.3% | -12.6% |
| 1Y | -10.1% | +14.7% | -24.8% | -13.1% |
| 3Y | +25.2% | +116.4% | -91.2% | +6.3% |
| 5Y | -4.5% | +198.5% | -203.1% | -24.1% |
| All | +232.1% | +270.0% | -37.9% | +146.7% |
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