+111.7%
INTC vs WMB
+282.7%
-171.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.3% | +6.8% | +8.1% |
| 7D | +17.4% | +0.8% | +16.6% | +17.1% |
| 30D | +2.8% | +7.7% | -4.9% | -0.7% |
| 3M | -5.3% | +6.7% | -12.0% | -8.2% |
| 6M | +140.6% | +3.6% | +137.0% | +134.8% |
| YTD | +183.1% | +28.0% | +155.1% | +149.7% |
| 1Y | +326.8% | +37.6% | +289.1% | +263.3% |
| 3Y | +179.4% | +149.0% | +30.4% | +82.3% |
| 5Y | +111.7% | +285.3% | -173.6% | +17.1% |
| All | +111.7% | +282.7% | -171.0% | +17.1% |
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