+25.4%
TMO vs WMB
+22.7%
+2.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.4% | +7.5% | +0.5% |
| 7D | +0.3% | -8.6% | +8.9% | -0.6% |
| 30D | +4.3% | -4.2% | +8.5% | +4.1% |
| 3M | +25.1% | -4.4% | +29.6% | +24.7% |
| 6M | +52.9% | -8.7% | +61.6% | +52.5% |
| YTD | +22.2% | +15.4% | +6.8% | +23.5% |
| 1Y | +25.4% | +23.7% | +1.6% | +24.3% |
| All | +25.4% | +22.7% | +2.7% | +24.3% |
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