+42.9%
BMY vs WMB
+35.6%
+7.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.4% |
| 7D | -4.8% | 0.0% | -4.8% | -4.8% |
| 30D | -0.7% | +4.6% | -5.3% | -0.9% |
| 3M | +15.3% | +5.7% | +9.6% | +14.6% |
| 6M | +8.5% | +4.2% | +4.3% | +8.4% |
| YTD | +23.4% | +26.8% | -3.4% | +21.9% |
| 1Y | +42.9% | +34.7% | +8.2% | +42.5% |
| All | +42.9% | +35.6% | +7.3% | +42.5% |
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