+13,444.1%
GOOG vs WMB
+1,783.8%
+11,660.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.2% | -1.1% |
| 7D | -2.1% | +0.6% | -2.7% | -2.3% |
| 30D | -6.8% | +3.3% | -10.1% | -7.7% |
| 3M | -9.1% | +3.1% | -12.2% | -10.2% |
| 6M | +10.7% | -0.7% | +11.4% | +10.2% |
| YTD | +7.1% | +25.2% | -18.1% | +0.5% |
| 1Y | +44.6% | +32.9% | +11.8% | +33.4% |
| 3Y | +147.4% | +140.6% | +6.9% | +95.1% |
| 5Y | +133.8% | +273.5% | -139.7% | +63.8% |
| 10Y | +777.5% | +334.2% | +443.3% | +460.5% |
| All | +13,444.1% | +1,783.8% | +11,660.3% | +5,428.5% |
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