+33.2%
BE vs WMB
+16.3%
+16.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -5.8% |
| 7D | -13.4% | -6.9% | -6.4% | -7.6% |
| 30D | -33.9% | -7.2% | -26.7% | -29.1% |
| 3M | -12.0% | -5.4% | -6.5% | -7.5% |
| 6M | -29.0% | -4.9% | -24.1% | -30.0% |
| YTD | +113.4% | +14.7% | +98.7% | +45.2% |
| 1Y | +33.2% | +14.7% | +18.5% | -7.4% |
| All | +33.2% | +16.3% | +16.9% | -7.4% |
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