+44.3%
TXN vs WMB
+30.1%
+14.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.3% |
| 7D | +2.0% | -1.7% | +3.6% | +2.4% |
| 30D | -8.0% | +0.7% | -8.7% | -8.2% |
| 3M | -7.8% | +1.5% | -9.3% | -8.6% |
| 6M | +32.4% | +0.1% | +32.4% | +31.0% |
| YTD | +51.7% | +22.9% | +28.8% | +45.9% |
| 1Y | +44.3% | +27.9% | +16.4% | +35.0% |
| All | +44.3% | +30.1% | +14.2% | +35.0% |
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