+825.7%
BKNG vs WMB
+584.0%
+241.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.3% | -9.0% | -7.2% |
| 7D | -7.9% | +0.8% | -8.7% | -8.1% |
| 30D | -15.9% | +7.7% | -23.6% | -17.5% |
| 3M | +11.1% | +6.7% | +4.4% | +8.9% |
| 6M | -0.7% | +3.6% | -4.3% | -2.3% |
| YTD | -15.4% | +28.0% | -43.4% | -21.0% |
| 1Y | -18.5% | +37.6% | -56.1% | -25.4% |
| 3Y | +46.5% | +149.0% | -102.6% | +15.9% |
| 5Y | +98.8% | +285.3% | -186.5% | +41.2% |
| 10Y | +218.4% | +302.1% | -83.7% | +115.9% |
| All | +825.7% | +584.0% | +241.8% | +390.8% |
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 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