+11,453.7%
GOOGL vs WMB
+1,626.3%
+9,827.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | +2.6% | -6.9% | +9.5% | +4.3% |
| 30D | -18.3% | -7.2% | -11.1% | -17.1% |
| 3M | -19.6% | -5.4% | -14.1% | -18.9% |
| 6M | -28.2% | -4.9% | -23.3% | -28.0% |
| YTD | -8.0% | +14.7% | -22.7% | -12.1% |
| 1Y | -0.7% | +14.7% | -15.4% | -5.2% |
| 3Y | +118.8% | +116.4% | +2.4% | +76.5% |
| 5Y | +98.9% | +198.5% | -99.7% | +47.0% |
| 10Y | +643.6% | +266.3% | +377.3% | +394.2% |
| All | +11,453.7% | +1,626.3% | +9,827.4% | +4,707.8% |
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