+38.3%
GOOGL vs WMB
+35.6%
+2.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.4% |
| 7D | -1.9% | 0.0% | -1.8% | -1.8% |
| 30D | -7.5% | +4.6% | -12.0% | -7.1% |
| 3M | -9.2% | +5.7% | -14.9% | -9.3% |
| 6M | +8.1% | +4.2% | +3.9% | +7.9% |
| YTD | +5.8% | +26.8% | -21.0% | +5.2% |
| 1Y | +38.3% | +34.7% | +3.7% | +44.0% |
| All | +38.3% | +35.6% | +2.8% | +44.0% |
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