+7.2%
DIS vs WMB
+14.8%
-7.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +5.2% | -13.8% | +19.1% | +2.6% |
| 30D | +11.5% | -10.3% | +21.8% | +9.4% |
| 3M | +11.5% | -10.1% | +21.6% | +9.7% |
| 6M | +8.9% | -11.8% | +20.7% | +6.9% |
| YTD | +3.4% | +8.9% | -5.5% | -0.9% |
| 1Y | +7.2% | +14.0% | -6.8% | +0.1% |
| All | +7.2% | +14.8% | -7.6% | +0.1% |
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 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