+46.1%
ASML vs WMB
+22.7%
+23.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.4% | +2.8% | -2.5% |
| 7D | -10.0% | -8.6% | -1.4% | -8.7% |
| 30D | -19.4% | -4.2% | -15.3% | -18.5% |
| 3M | -12.5% | -4.4% | -8.1% | -11.3% |
| 6M | +8.2% | -8.7% | +16.9% | +9.4% |
| YTD | +40.7% | +15.4% | +25.3% | +44.8% |
| 1Y | +46.1% | +23.7% | +22.4% | +49.5% |
| All | +46.1% | +22.7% | +23.5% | +49.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling