+1,821.9%
BA vs WMB
+5,535.5%
-3,713.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.2% | +0.6% | +0.6% | +1.1% |
| 30D | -11.6% | +3.3% | -14.9% | -12.2% |
| 3M | -2.4% | +3.1% | -5.5% | -3.1% |
| 6M | -6.6% | -0.7% | -5.9% | -6.9% |
| YTD | -2.2% | +25.2% | -27.4% | -6.4% |
| 1Y | -8.0% | +32.9% | -40.9% | -12.9% |
| 3Y | -5.0% | +140.6% | -145.5% | -19.1% |
| 5Y | -2.7% | +273.5% | -276.2% | -23.0% |
| 10Y | +75.9% | +334.2% | -258.3% | +35.1% |
| All | +1,821.9% | +5,535.5% | -3,713.6% | +785.8% |
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