+1,001.8%
TER vs WMB
+267.9%
+734.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +3.7% | +9.0% | +11.2% |
| 7D | -5.8% | -6.7% | +0.9% | -2.6% |
| 30D | -38.9% | -8.6% | -30.4% | -36.3% |
| 3M | -35.1% | -4.9% | -30.2% | -33.5% |
| 6M | -31.6% | -6.3% | -25.3% | -29.7% |
| YTD | +27.2% | +13.0% | +14.3% | +21.9% |
| 1Y | +35.2% | +14.9% | +20.3% | +28.6% |
| 3Y | +192.8% | +113.4% | +79.4% | +116.9% |
| 5Y | +72.4% | +190.2% | -117.7% | +13.0% |
| 10Y | +1,001.8% | +259.9% | +742.0% | +511.6% |
| All | +1,001.8% | +267.9% | +734.0% | +511.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling