+16,738.5%
MO vs WMB
+5,064.3%
+11,674.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | -0.8% | -6.9% | +6.1% | -0.2% |
| 30D | +6.5% | -7.2% | +13.7% | +7.1% |
| 3M | +18.3% | -5.4% | +23.8% | +18.7% |
| 6M | +15.6% | -4.9% | +20.4% | +15.8% |
| YTD | +38.8% | +14.7% | +24.1% | +36.9% |
| 1Y | +41.6% | +14.7% | +26.9% | +39.6% |
| 3Y | +138.2% | +116.4% | +21.9% | +121.7% |
| 5Y | +150.5% | +198.5% | -48.0% | +126.6% |
| 10Y | +146.1% | +266.3% | -120.2% | +115.1% |
| All | +16,738.5% | +5,064.3% | +11,674.2% | +9,375.9% |
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