+97.5%
MO vs WMB
+285.8%
-188.3%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +3.6% | +4.6% | -1.0% | +2.4% |
| 3M | -3.7% | +5.7% | -9.5% | -5.2% |
| 6M | +4.5% | +4.2% | +0.3% | +3.3% |
| YTD | +21.5% | +26.8% | -5.3% | +14.7% |
| 1Y | +9.5% | +34.7% | -25.2% | +1.6% |
| 3Y | +93.6% | +146.8% | -53.2% | +44.5% |
| 5Y | +97.5% | +285.0% | -187.5% | +21.2% |
| All | +97.5% | +285.8% | -188.3% | +21.2% |
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