-72.2%
TTD vs WMB
+31.9%
-104.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.3% |
| 7D | +6.3% | +0.6% | +5.8% | +6.5% |
| 30D | -23.9% | +3.3% | -27.2% | -23.2% |
| 3M | -31.4% | +3.1% | -34.5% | -30.8% |
| 6M | -42.7% | -0.7% | -42.0% | -42.2% |
| YTD | -62.0% | +25.2% | -87.1% | -61.1% |
| 1Y | -72.2% | +32.9% | -105.1% | -69.1% |
| All | -72.2% | +31.9% | -104.1% | -69.1% |
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