+52,550.4%
SCHW vs WMB
+5,535.5%
+47,014.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | +1.5% | +3.3% | -1.8% | +0.5% |
| 3M | +24.6% | +3.1% | +21.4% | +23.1% |
| 6M | +14.5% | -0.7% | +15.2% | +14.1% |
| YTD | +10.5% | +25.2% | -14.7% | +3.4% |
| 1Y | +13.4% | +32.9% | -19.5% | +4.3% |
| 3Y | +88.3% | +140.6% | -52.3% | +47.8% |
| 5Y | +62.1% | +273.5% | -211.4% | +13.4% |
| 10Y | +297.3% | +334.2% | -36.9% | +158.8% |
| All | +52,550.4% | +5,535.5% | +47,014.9% | +13,765.7% |
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