+57.4%
INTC vs WMB
+22.7%
+34.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.4% | +2.6% | -1.6% |
| 7D | -39.0% | -8.6% | -30.4% | -37.0% |
| 30D | -49.8% | -4.2% | -45.7% | -48.6% |
| 3M | -42.2% | -4.4% | -37.8% | -40.6% |
| 6M | -39.2% | -8.7% | -30.5% | -37.6% |
| YTD | +57.9% | +15.4% | +42.5% | +56.6% |
| 1Y | +57.4% | +23.7% | +33.6% | +51.2% |
| All | +57.4% | +22.7% | +34.7% | +51.2% |
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