+7,433.0%
FIX vs WMB
+1,066.1%
+6,366.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -5.3% | -6.3% | -10.5% |
| 7D | -27.2% | -14.2% | -13.0% | -24.7% |
| 30D | -46.9% | -11.2% | -35.7% | -45.4% |
| 3M | -44.4% | -9.9% | -34.5% | -43.1% |
| 6M | -50.9% | -14.4% | -36.6% | -49.3% |
| YTD | +3.5% | +9.2% | -5.7% | +1.9% |
| 1Y | -2.1% | +15.1% | -17.2% | -4.7% |
| 3Y | +418.7% | +99.2% | +319.5% | +357.1% |
| 5Y | +894.6% | +180.2% | +714.3% | +718.9% |
| 10Y | +3,465.5% | +273.7% | +3,191.8% | +2,630.3% |
| All | +7,433.0% | +1,066.1% | +6,366.9% | +3,503.6% |
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