+6,642.4%
ABT vs WMB
+5,535.5%
+1,106.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.4% |
| 7D | -3.7% | +0.6% | -4.3% | -3.7% |
| 30D | +2.5% | +3.3% | -0.8% | +2.1% |
| 3M | +20.2% | +3.1% | +17.1% | +19.7% |
| 6M | -2.9% | -0.7% | -2.2% | -3.0% |
| YTD | -11.9% | +25.2% | -37.1% | -14.0% |
| 1Y | -16.5% | +32.9% | -49.4% | -19.0% |
| 3Y | +12.1% | +140.6% | -128.4% | +2.5% |
| 5Y | -7.4% | +273.5% | -280.9% | -18.9% |
| 10Y | +210.7% | +334.2% | -123.5% | +162.4% |
| All | +6,642.4% | +5,535.5% | +1,106.9% | +3,441.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling