+1.5%
KMB vs WM
+62.1%
-60.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.4% | +1.1% |
| 7D | +0.4% | +4.5% | -4.1% | -1.2% |
| 30D | +14.1% | +16.1% | -1.9% | +8.4% |
| 3M | -0.5% | +8.0% | -8.6% | -3.3% |
| 6M | +16.6% | +8.4% | +8.2% | +13.2% |
| YTD | +13.7% | +11.2% | +2.5% | +9.0% |
| 1Y | +16.1% | +22.3% | -6.3% | +7.6% |
| 3Y | +4.7% | +50.2% | -45.6% | -10.0% |
| 5Y | +1.5% | +63.3% | -61.7% | -15.3% |
| All | +1.5% | +62.1% | -60.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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