+111.9%
INTC vs WMB
+282.5%
-170.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.3% |
| 7D | +6.0% | +7.8% | -1.8% | +3.0% |
| 30D | -39.2% | -5.1% | -34.1% | -37.7% |
| 3M | -42.9% | -4.7% | -38.2% | -41.8% |
| 6M | -50.4% | -7.4% | -43.0% | -49.0% |
| YTD | +61.7% | +17.5% | +44.2% | +51.2% |
| 1Y | +66.1% | +19.5% | +46.7% | +54.0% |
| 3Y | +58.1% | +121.3% | -63.1% | +16.3% |
| 5Y | +27.9% | +200.5% | -172.7% | -16.4% |
| All | +111.9% | +282.5% | -170.6% | +21.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling