+4.2%
WBD vs WMB
+285.8%
-281.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.3% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +3.9% | +4.6% | -0.7% | +1.3% |
| 3M | +5.1% | +5.7% | -0.7% | +1.5% |
| 6M | +0.6% | +4.2% | -3.6% | -2.7% |
| YTD | -3.2% | +26.8% | -30.0% | -16.5% |
| 1Y | +127.7% | +34.7% | +93.0% | +87.6% |
| 3Y | +146.6% | +146.8% | -0.2% | +36.4% |
| 5Y | +4.2% | +285.0% | -280.8% | -59.0% |
| All | +4.2% | +285.8% | -281.6% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling