+91.2%
TXN vs WMB
+17.3%
+73.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | +9.5% | +7.8% | +1.6% | +6.5% |
| 30D | +8.7% | -5.1% | +13.8% | +9.9% |
| 3M | +11.6% | -4.7% | +16.3% | +12.6% |
| 6M | +0.1% | -7.4% | +7.5% | +0.9% |
| YTD | +78.8% | +17.5% | +61.3% | +80.0% |
| 1Y | +91.2% | +19.5% | +71.7% | +92.4% |
| All | +91.2% | +17.3% | +73.9% | +92.4% |
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 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