+13,507.3%
GOOGL vs WMB
+1,783.8%
+11,723.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.3% | +0.6% | -2.9% | -2.4% |
| 30D | -6.6% | +3.3% | -9.8% | -7.4% |
| 3M | -8.9% | +3.1% | -12.1% | -10.0% |
| 6M | +11.9% | -0.7% | +12.6% | +11.4% |
| YTD | +8.3% | +25.2% | -16.8% | +1.7% |
| 1Y | +46.2% | +32.9% | +13.3% | +34.9% |
| 3Y | +151.9% | +140.6% | +11.3% | +98.7% |
| 5Y | +137.7% | +273.5% | -135.7% | +66.8% |
| 10Y | +757.6% | +334.2% | +423.4% | +448.6% |
| All | +13,507.3% | +1,783.8% | +11,723.5% | +5,465.9% |
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 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