+615.0%
F vs WMB
+5,535.5%
-4,920.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.4% |
| 7D | +5.3% | +0.6% | +4.8% | +5.2% |
| 30D | +4.6% | +3.3% | +1.3% | +3.8% |
| 3M | -3.7% | +3.1% | -6.8% | -4.5% |
| 6M | +16.8% | -0.7% | +17.5% | +16.4% |
| YTD | +15.3% | +25.2% | -9.9% | +9.6% |
| 1Y | +31.0% | +32.9% | -1.9% | +22.8% |
| 3Y | +45.4% | +140.6% | -95.1% | +20.3% |
| 5Y | +54.7% | +273.5% | -218.8% | +17.8% |
| 10Y | +98.2% | +334.2% | -236.0% | +43.6% |
| All | +615.0% | +5,535.5% | -4,920.5% | +138.9% |
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