+8,630.0%
TER vs WMB
+4,805.5%
+3,824.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.6% |
| 7D | -20.5% | -13.8% | -6.7% | -17.4% |
| 30D | -47.0% | -10.3% | -36.7% | -45.4% |
| 3M | -43.3% | -10.1% | -33.2% | -41.7% |
| 6M | -42.9% | -11.8% | -31.1% | -41.1% |
| YTD | +12.9% | +8.9% | +3.9% | +10.8% |
| 1Y | +18.2% | +14.0% | +4.2% | +14.8% |
| 3Y | +151.8% | +100.5% | +51.3% | +112.7% |
| 5Y | +54.2% | +179.5% | -125.3% | +20.0% |
| 10Y | +908.2% | +272.7% | +635.5% | +605.5% |
| All | +8,630.0% | +4,805.5% | +3,824.4% | +2,404.7% |
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