+550.5%
TTD vs WMB
+267.9%
+282.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | +3.7% | +11.8% | +14.0% |
| 7D | +19.0% | -6.7% | +25.6% | +22.2% |
| 30D | +23.6% | -8.6% | +32.2% | +27.2% |
| 3M | +8.2% | -4.9% | +13.1% | +9.1% |
| 6M | -35.3% | -6.3% | -29.0% | -34.9% |
| YTD | -60.7% | +13.0% | -73.6% | -63.9% |
| 1Y | -65.3% | +14.9% | -80.2% | -68.5% |
| 3Y | -80.6% | +113.4% | -193.9% | -87.3% |
| 5Y | -84.6% | +190.2% | -274.8% | -91.3% |
| 10Y | +550.5% | +259.9% | +290.7% | +197.4% |
| All | +550.5% | +267.9% | +282.7% | +197.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling