+17,087.0%
MO vs WMB
+5,215.9%
+11,871.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | +0.4% | +8.1% | -7.6% | -0.2% |
| 30D | +8.9% | -6.9% | +15.8% | +9.4% |
| 3M | +23.0% | -5.1% | +28.1% | +23.3% |
| 6M | +15.0% | -5.7% | +20.7% | +15.3% |
| YTD | +41.7% | +18.1% | +23.6% | +39.4% |
| 1Y | +43.3% | +18.4% | +24.9% | +40.9% |
| 3Y | +143.2% | +122.7% | +20.5% | +125.8% |
| 5Y | +154.7% | +202.0% | -47.3% | +130.2% |
| 10Y | +151.0% | +283.8% | -132.8% | +118.6% |
| All | +17,087.0% | +5,215.9% | +11,871.1% | +9,548.5% |
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