+719.1%
B vs WMB
+4,805.5%
-4,086.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +9.6% | -13.8% | +23.4% | +11.3% |
| 30D | +3.5% | -10.3% | +13.8% | +4.6% |
| 3M | -1.6% | -10.1% | +8.5% | -0.7% |
| 6M | -1.7% | -11.8% | +10.2% | -0.7% |
| YTD | -5.3% | +8.9% | -14.3% | -6.8% |
| 1Y | +27.2% | +14.0% | +13.2% | +24.7% |
| 3Y | +166.1% | +100.5% | +65.6% | +144.4% |
| 5Y | +136.5% | +179.5% | -43.0% | +109.1% |
| 10Y | +172.2% | +272.7% | -100.5% | +126.6% |
| All | +719.1% | +4,805.5% | -4,086.4% | +449.9% |
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 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