+1,563.7%
META vs WMB
+382.4%
+1,181.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.4% | +7.8% | +2.6% |
| 7D | +2.9% | -8.6% | +11.5% | +4.5% |
| 30D | -15.1% | -4.2% | -10.9% | -14.5% |
| 3M | +7.2% | -4.4% | +11.7% | +7.9% |
| 6M | +3.4% | -8.7% | +12.1% | +4.6% |
| YTD | -4.3% | +15.4% | -19.7% | -7.8% |
| 1Y | +0.8% | +23.7% | -23.0% | -4.3% |
| 3Y | +102.2% | +110.4% | -8.2% | +72.4% |
| 5Y | +89.4% | +198.9% | -109.5% | +50.8% |
| 10Y | +426.7% | +294.7% | +132.0% | +279.6% |
| All | +1,563.7% | +382.4% | +1,181.3% | +1,099.3% |
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