+200.5%
B vs WMB
+267.9%
-67.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +3.6% |
| 7D | +11.3% | -6.7% | +18.0% | +12.4% |
| 30D | +2.9% | -8.6% | +11.5% | +4.2% |
| 3M | -2.9% | -4.9% | +2.1% | -2.5% |
| 6M | -1.2% | -6.3% | +5.1% | -0.9% |
| YTD | -1.3% | +13.0% | -14.3% | -4.6% |
| 1Y | +30.4% | +14.9% | +15.5% | +25.7% |
| 3Y | +195.3% | +113.4% | +81.9% | +154.7% |
| 5Y | +146.2% | +190.2% | -43.9% | +103.6% |
| 10Y | +200.5% | +259.9% | -59.4% | +127.9% |
| All | +200.5% | +267.9% | -67.4% | +127.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling