+992.7%
C vs WMB
+4,818.6%
-3,825.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.3% | +0.3% | -3.5% |
| 7D | -5.3% | -14.2% | +8.9% | -1.2% |
| 30D | -7.3% | -11.2% | +3.9% | -4.4% |
| 3M | -13.5% | -9.9% | -3.6% | -11.2% |
| 6M | -6.5% | -14.4% | +7.9% | -3.1% |
| YTD | +3.6% | +9.2% | -5.6% | -0.1% |
| 1Y | +18.9% | +15.1% | +3.8% | +12.9% |
| 3Y | +205.0% | +99.2% | +105.7% | +146.3% |
| 5Y | +109.4% | +180.2% | -70.9% | +53.1% |
| 10Y | +232.9% | +273.7% | -40.8% | +122.5% |
| All | +992.7% | +4,818.6% | -3,825.9% | +226.1% |
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