-12.8%
BKNG vs WMB
+31.9%
-44.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | -6.0% | +0.6% | -6.6% | -5.8% |
| 30D | -6.6% | +3.3% | -9.9% | -5.5% |
| 3M | +15.7% | +3.1% | +12.6% | +17.2% |
| 6M | +14.1% | -0.7% | +14.9% | +15.1% |
| YTD | -9.3% | +25.2% | -34.5% | -7.0% |
| 1Y | -12.8% | +32.9% | -45.6% | -10.6% |
| All | -12.8% | +31.9% | -44.7% | -10.6% |
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