+911.5%
BE vs WMB
+291.0%
+620.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.2% |
| 7D | +20.0% | +0.6% | +19.4% | +19.2% |
| 30D | +7.9% | +3.3% | +4.7% | +4.0% |
| 3M | -13.2% | +3.1% | -16.3% | -17.3% |
| 6M | +53.5% | -0.7% | +54.2% | +51.1% |
| YTD | +191.0% | +25.2% | +165.9% | +132.6% |
| 1Y | +360.5% | +32.9% | +327.7% | +246.8% |
| 3Y | +1,568.0% | +140.6% | +1,427.5% | +662.8% |
| 5Y | +1,055.2% | +273.5% | +781.7% | +247.1% |
| All | +911.5% | +291.0% | +620.5% | +94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling