+20,389.3%
TXN vs WMB
+5,535.5%
+14,853.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -0.1% | +0.6% | -0.6% | -0.2% |
| 30D | -6.9% | +3.3% | -10.2% | -7.5% |
| 3M | -14.9% | +3.1% | -18.1% | -15.5% |
| 6M | +29.0% | -0.7% | +29.7% | +28.9% |
| YTD | +51.5% | +25.2% | +26.3% | +45.3% |
| 1Y | +41.6% | +32.9% | +8.7% | +34.2% |
| 3Y | +65.8% | +140.6% | -74.7% | +41.3% |
| 5Y | +56.8% | +273.5% | -216.6% | +23.4% |
| 10Y | +387.5% | +334.2% | +53.3% | +262.5% |
| All | +20,389.3% | +5,535.5% | +14,853.8% | +7,187.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling