+140.0%
WBD vs WMB
+31.9%
+108.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.4% |
| 7D | -1.8% | +0.6% | -2.4% | -1.8% |
| 30D | +8.8% | +3.3% | +5.5% | +8.7% |
| 3M | +4.6% | +3.1% | +1.5% | +4.6% |
| 6M | +1.1% | -0.7% | +1.8% | +1.0% |
| YTD | -2.0% | +25.2% | -27.1% | -1.4% |
| 1Y | +140.0% | +32.9% | +107.2% | +143.3% |
| All | +140.0% | +31.9% | +108.1% | +143.3% |
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 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