+4,674.2%
AZN vs WMB
+3,837.3%
+836.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.9% |
| 7D | -1.5% | +0.8% | -2.3% | -1.6% |
| 30D | -0.9% | +7.7% | -8.6% | -1.7% |
| 3M | -11.8% | +6.7% | -18.6% | -12.6% |
| 6M | -17.6% | +3.6% | -21.2% | -18.1% |
| YTD | -12.0% | +28.0% | -40.0% | -14.6% |
| 1Y | -0.9% | +37.6% | -38.5% | -4.6% |
| 3Y | +23.7% | +149.0% | -125.4% | +11.1% |
| 5Y | +54.5% | +285.3% | -230.8% | +32.0% |
| 10Y | +218.2% | +302.1% | -83.9% | +163.0% |
| All | +4,674.2% | +3,837.3% | +836.8% | +2,800.5% |
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 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