+70.0%
AZN vs WMB
+200.5%
-130.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -1.1% | +7.8% | -8.9% | -1.9% |
| 30D | +13.8% | -5.1% | +18.9% | +14.3% |
| 3M | +17.3% | -4.7% | +22.0% | +17.5% |
| 6M | -1.7% | -7.4% | +5.7% | -1.3% |
| YTD | +1.4% | +17.5% | -16.1% | -2.6% |
| 1Y | +5.2% | +19.5% | -14.3% | +0.7% |
| 3Y | +52.6% | +121.3% | -68.6% | +24.8% |
| All | +70.0% | +200.5% | -130.5% | +29.0% |
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 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