+418.8%
BE vs WMB
+36.5%
+382.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.4% | +8.3% |
| 7D | +29.8% | +0.8% | +29.0% | +29.1% |
| 30D | +26.4% | +7.7% | +18.7% | +20.2% |
| 3M | +9.3% | +6.7% | +2.6% | +1.8% |
| 6M | +105.1% | +3.6% | +101.4% | +94.8% |
| YTD | +219.0% | +28.0% | +191.0% | +156.8% |
| 1Y | +418.8% | +37.6% | +381.1% | +381.6% |
| All | +418.8% | +36.5% | +382.2% | +381.6% |
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