+17.7%
INTC vs WMB
+178.0%
-160.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | -14.4% | -13.8% | -0.6% | -8.0% |
| 30D | -50.2% | -10.3% | -39.9% | -47.4% |
| 3M | -43.6% | -10.1% | -33.6% | -40.6% |
| 6M | -50.2% | -11.8% | -38.4% | -47.3% |
| YTD | +52.5% | +8.9% | +43.6% | +45.0% |
| 1Y | +51.1% | +14.0% | +37.2% | +40.0% |
| 3Y | +50.3% | +100.5% | -50.2% | +7.4% |
| All | +17.7% | +178.0% | -160.2% | -28.1% |
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