+95.3%
GOOGL vs WMB
+191.1%
-95.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | +0.5% |
| 7D | +3.3% | -6.7% | +9.9% | +4.6% |
| 30D | -18.1% | -8.6% | -9.5% | -16.8% |
| 3M | -18.6% | -4.9% | -13.7% | -18.2% |
| 6M | -28.0% | -6.3% | -21.7% | -27.9% |
| YTD | -7.8% | +13.0% | -20.7% | -12.4% |
| 1Y | +3.6% | +14.9% | -11.3% | -2.2% |
| 3Y | +123.4% | +113.4% | +10.0% | +71.1% |
| 5Y | +95.3% | +190.2% | -94.8% | +37.9% |
| All | +95.3% | +191.1% | -95.7% | +37.9% |
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 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