+1,616.9%
BE vs WMB
+97.7%
+1,519.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.7% |
| 7D | -14.7% | -13.8% | -0.9% | -0.7% |
| 30D | -40.5% | -10.3% | -30.2% | -33.4% |
| 3M | -24.3% | -10.1% | -14.3% | -16.2% |
| 6M | -39.3% | -11.8% | -27.5% | -32.8% |
| YTD | +99.4% | +8.9% | +90.4% | +74.3% |
| 1Y | +26.6% | +14.0% | +12.6% | +6.3% |
| 3Y | +1,616.9% | +100.5% | +1,516.4% | +761.4% |
| All | +1,616.9% | +97.7% | +1,519.2% | +761.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling