+50.3%
TER vs WMB
+17.2%
+33.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.1% | +6.6% |
| 7D | +5.9% | +1.6% | +4.3% | +5.1% |
| 30D | -30.8% | -7.1% | -23.7% | -27.2% |
| 3M | -29.9% | -4.0% | -26.0% | -27.8% |
| 6M | -27.5% | -5.7% | -21.7% | -26.0% |
| YTD | +37.5% | +17.2% | +20.3% | +26.7% |
| 1Y | +50.3% | +17.2% | +33.1% | +38.9% |
| All | +50.3% | +17.2% | +33.1% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling