+803.7%
B vs WMB
+5,535.5%
-4,731.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -1.6% | +0.6% | -2.2% | -1.7% |
| 30D | +9.4% | +3.3% | +6.2% | +8.9% |
| 3M | +5.0% | +3.1% | +1.9% | +4.4% |
| 6M | -3.5% | -0.7% | -2.8% | -3.8% |
| YTD | +4.5% | +25.2% | -20.7% | +1.5% |
| 1Y | +67.8% | +32.9% | +34.9% | +61.8% |
| 3Y | +196.7% | +140.6% | +56.1% | +167.5% |
| 5Y | +151.9% | +273.5% | -121.5% | +116.1% |
| 10Y | +202.2% | +334.2% | -132.0% | +147.7% |
| All | +803.7% | +5,535.5% | -4,731.8% | +498.5% |
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