+1,163.5%
C vs WMB
+5,535.5%
-4,372.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +3.6% | +0.6% | +3.1% | +3.4% |
| 30D | +0.1% | +3.3% | -3.2% | -1.0% |
| 3M | +2.4% | +3.1% | -0.7% | +1.2% |
| 6M | +24.9% | -0.7% | +25.6% | +24.4% |
| YTD | +19.8% | +25.2% | -5.4% | +11.5% |
| 1Y | +44.9% | +32.9% | +12.0% | +32.2% |
| 3Y | +263.0% | +140.6% | +122.4% | +178.8% |
| 5Y | +129.5% | +273.5% | -143.9% | +55.2% |
| 10Y | +291.6% | +334.2% | -42.6% | +151.4% |
| All | +1,163.5% | +5,535.5% | -4,372.0% | +263.9% |
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