-5.8%
TLT vs WMB
+17.2%
-23.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | +0.2% |
| 7D | -1.0% | +1.6% | -2.6% | -0.9% |
| 30D | +4.1% | -7.1% | +11.2% | +3.8% |
| 3M | -0.4% | -4.0% | +3.6% | -0.5% |
| 6M | -3.2% | -5.7% | +2.6% | -3.5% |
| YTD | -3.5% | +17.2% | -20.7% | -3.9% |
| 1Y | -5.8% | +17.2% | -23.0% | -6.1% |
| All | -5.8% | +17.2% | -23.0% | -6.1% |
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