+9,167.3%
INTC vs WMB
+5,064.3%
+4,103.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.4% |
| 7D | -4.0% | -6.9% | +2.9% | -2.6% |
| 30D | -44.5% | -7.2% | -37.3% | -43.6% |
| 3M | -40.4% | -5.4% | -35.0% | -39.7% |
| 6M | -53.5% | -4.9% | -48.6% | -53.0% |
| YTD | +57.5% | +14.7% | +42.8% | +53.4% |
| 1Y | +51.2% | +14.7% | +36.5% | +47.1% |
| 3Y | +51.6% | +116.4% | -64.8% | +31.5% |
| 5Y | +23.5% | +198.5% | -175.1% | +0.9% |
| 10Y | +106.4% | +266.3% | -159.9% | +58.1% |
| All | +9,167.3% | +5,064.3% | +4,103.0% | +2,925.8% |
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