+3.6%
GOOG vs WMB
+22.7%
-19.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.4% | +9.6% | +2.5% |
| 7D | -10.7% | -8.6% | -2.1% | -11.6% |
| 30D | -16.4% | -4.2% | -12.3% | -16.7% |
| 3M | -23.4% | -4.4% | -19.0% | -23.6% |
| 6M | -24.2% | -8.7% | -15.5% | -24.9% |
| YTD | -8.3% | +15.4% | -23.6% | -9.7% |
| 1Y | +3.6% | +23.7% | -20.1% | +2.9% |
| All | +3.6% | +22.7% | -19.1% | +2.9% |
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 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