-1.5%
BAC vs WMB
+22.7%
-24.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.4% | +10.3% | +4.1% |
| 7D | +1.5% | -8.6% | +10.2% | +1.8% |
| 30D | -4.4% | -4.2% | -0.2% | -4.3% |
| 3M | -17.5% | -4.4% | -13.1% | -17.3% |
| 6M | -0.1% | -8.7% | +8.6% | 0.0% |
| YTD | -4.6% | +15.4% | -20.0% | -4.4% |
| 1Y | -1.5% | +23.7% | -25.3% | -3.2% |
| All | -1.5% | +22.7% | -24.2% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling