+71.4%
BAC vs WMB
+275.1%
-203.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +1.1% | +0.6% | +0.5% | +0.8% |
| 30D | -0.4% | +3.3% | -3.7% | -1.9% |
| 3M | +16.9% | +3.1% | +13.8% | +14.8% |
| 6M | +26.6% | -0.7% | +27.3% | +26.0% |
| YTD | +15.8% | +25.2% | -9.4% | +3.1% |
| 1Y | +27.2% | +32.9% | -5.7% | +9.3% |
| 3Y | +132.4% | +140.6% | -8.2% | +44.1% |
| All | +71.4% | +275.1% | -203.7% | -17.1% |
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