+50.0%
BMY vs WMB
+31.9%
+18.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | +5.0% | +3.3% | +1.8% | +4.8% |
| 3M | +19.4% | +3.1% | +16.3% | +18.8% |
| 6M | +9.5% | -0.7% | +10.2% | +9.5% |
| YTD | +28.1% | +25.2% | +2.9% | +26.4% |
| 1Y | +50.0% | +32.9% | +17.1% | +50.4% |
| All | +50.0% | +31.9% | +18.1% | +50.4% |
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 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