+1,579.9%
T vs WMB
+4,805.5%
-3,225.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.0% | -13.8% | +14.8% | +2.8% |
| 30D | -10.6% | -10.3% | -0.3% | -9.6% |
| 3M | -7.7% | -10.1% | +2.3% | -6.8% |
| 6M | -13.3% | -11.8% | -1.5% | -12.3% |
| YTD | -8.8% | +8.9% | -17.7% | -10.1% |
| 1Y | -8.4% | +14.0% | -22.4% | -10.2% |
| 3Y | +59.6% | +100.5% | -40.9% | +45.4% |
| 5Y | +52.1% | +179.5% | -127.4% | +32.8% |
| 10Y | +56.9% | +272.7% | -215.9% | +29.4% |
| All | +1,579.9% | +4,805.5% | -3,225.7% | +680.5% |
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