+128.8%
GOOG vs WMB
+285.8%
-157.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | -1.6% | 0.0% | -1.5% | -1.6% |
| 30D | -7.7% | +4.6% | -12.2% | -8.7% |
| 3M | -9.3% | +5.7% | -15.0% | -10.9% |
| 6M | +7.4% | +4.2% | +3.3% | +5.7% |
| YTD | +4.9% | +26.8% | -22.0% | -2.2% |
| 1Y | +37.2% | +34.7% | +2.5% | +25.4% |
| 3Y | +141.6% | +146.8% | -5.2% | +82.8% |
| 5Y | +128.8% | +285.0% | -156.3% | +57.4% |
| All | +128.8% | +285.8% | -157.1% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling