+45.2%
ASML vs WMB
+18.2%
+27.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | +10.4% | +8.1% | +2.3% | +8.1% |
| 30D | -12.7% | -6.9% | -5.9% | -12.0% |
| 3M | -17.2% | -5.1% | -12.1% | -16.5% |
| 6M | -1.3% | -5.7% | +4.4% | -1.0% |
| YTD | +40.8% | +18.1% | +22.7% | +43.7% |
| 1Y | +45.2% | +18.4% | +26.8% | +48.8% |
| All | +45.2% | +18.2% | +27.0% | +48.8% |
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