+25.8%
ABT vs WMB
+110.9%
-85.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.5% |
| 7D | +0.3% | -6.7% | +7.0% | +0.4% |
| 30D | +11.6% | -8.6% | +20.2% | +11.7% |
| 3M | +3.1% | -4.9% | +8.1% | +2.9% |
| 6M | +32.8% | -6.3% | +39.1% | +32.6% |
| YTD | -9.6% | +13.0% | -22.6% | -11.3% |
| 1Y | -10.4% | +14.9% | -25.3% | -12.3% |
| 3Y | +25.8% | +113.4% | -87.6% | +17.0% |
| All | +25.8% | +110.9% | -85.1% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling