+93.1%
BKNG vs WMB
+270.0%
-176.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.3% |
| 7D | -10.7% | -1.7% | -9.0% | -10.4% |
| 30D | -18.1% | +0.7% | -18.8% | -18.4% |
| 3M | +8.5% | +1.5% | +7.0% | +7.4% |
| 6M | -0.1% | +0.1% | -0.1% | -1.2% |
| YTD | -18.2% | +22.9% | -41.1% | -24.9% |
| 1Y | -19.9% | +27.9% | -47.7% | -27.8% |
| 3Y | +41.6% | +139.1% | -97.5% | -0.8% |
| 5Y | +93.1% | +270.9% | -177.8% | +11.8% |
| All | +93.1% | +270.0% | -176.9% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling