+14,183.4%
TER vs WMB
+5,535.5%
+8,647.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | -8.3% | +3.3% | -11.5% | -9.1% |
| 3M | -12.2% | +3.1% | -15.3% | -13.0% |
| 6M | +17.1% | -0.7% | +17.8% | +17.0% |
| YTD | +84.7% | +25.2% | +59.5% | +74.8% |
| 1Y | +199.9% | +32.9% | +167.1% | +179.4% |
| 3Y | +232.8% | +140.6% | +92.2% | +168.0% |
| 5Y | +198.6% | +273.5% | -74.9% | +116.0% |
| 10Y | +1,669.7% | +334.2% | +1,335.5% | +1,089.0% |
| All | +14,183.4% | +5,535.5% | +8,647.9% | +3,849.8% |
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