+108.4%
B vs WMB
+201.0%
-92.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.3% |
| 7D | -6.2% | +8.1% | -14.3% | -8.1% |
| 30D | -6.6% | -6.9% | +0.3% | -5.2% |
| 3M | -7.9% | -5.1% | -2.8% | -7.3% |
| 6M | -16.8% | -5.7% | -11.1% | -16.6% |
| YTD | -11.7% | +18.1% | -29.7% | -18.8% |
| 1Y | +3.5% | +18.4% | -14.9% | -5.0% |
| 3Y | +165.7% | +122.7% | +43.0% | +86.7% |
| 5Y | +108.4% | +202.0% | -93.6% | +39.9% |
| All | +108.4% | +201.0% | -92.6% | +39.9% |
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 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