-0.9%
BA vs WMB
+275.1%
-276.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.2% | +0.6% | +0.6% | +1.0% |
| 30D | -11.6% | +3.3% | -14.9% | -12.6% |
| 3M | -2.4% | +3.1% | -5.5% | -3.8% |
| 6M | -6.6% | -0.7% | -5.9% | -7.2% |
| YTD | -2.2% | +25.2% | -27.4% | -11.3% |
| 1Y | -8.0% | +32.9% | -40.9% | -19.0% |
| 3Y | -5.0% | +140.6% | -145.5% | -38.3% |
| All | -0.9% | +275.1% | -276.0% | -50.0% |
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