+56.4%
AZN vs WMB
+270.0%
-213.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.2% |
| 7D | -3.1% | -1.7% | -1.5% | -2.9% |
| 30D | +0.6% | +0.7% | -0.1% | +0.3% |
| 3M | -10.8% | +1.5% | -12.3% | -11.2% |
| 6M | -18.1% | +0.1% | -18.2% | -18.4% |
| YTD | -12.3% | +22.9% | -35.2% | -15.7% |
| 1Y | -0.2% | +27.9% | -28.1% | -5.0% |
| 3Y | +23.4% | +139.1% | -115.8% | +1.2% |
| 5Y | +56.4% | +270.9% | -214.6% | +26.8% |
| All | +56.4% | +270.0% | -213.6% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling