+29.4%
B vs WMB
+22.7%
+6.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -6.4% | +14.7% | +7.5% |
| 7D | +1.1% | -8.6% | +9.7% | +0.3% |
| 30D | +0.3% | -4.2% | +4.5% | -0.2% |
| 3M | +5.4% | -4.4% | +9.8% | +4.7% |
| 6M | +5.5% | -8.7% | +14.2% | +4.2% |
| YTD | -6.3% | +15.4% | -21.7% | -11.4% |
| 1Y | +29.4% | +23.7% | +5.6% | +16.8% |
| All | +29.4% | +22.7% | +6.7% | +16.8% |
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