+8,872.3%
INTC vs WMB
+4,805.5%
+4,066.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +7.8% |
| 7D | -14.4% | -13.8% | -0.6% | -11.9% |
| 30D | -50.2% | -10.3% | -39.9% | -49.2% |
| 3M | -43.6% | -10.1% | -33.6% | -42.5% |
| 6M | -50.2% | -11.8% | -38.4% | -49.0% |
| YTD | +52.5% | +8.9% | +43.6% | +50.0% |
| 1Y | +51.1% | +14.0% | +37.2% | +47.2% |
| 3Y | +50.3% | +100.5% | -50.2% | +32.2% |
| 5Y | +19.2% | +179.5% | -160.3% | -1.4% |
| 10Y | +105.1% | +272.7% | -167.6% | +56.9% |
| All | +8,872.3% | +4,805.5% | +4,066.8% | +2,857.1% |
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 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