-18.6%
WBD vs WMB
+159.4%
-178.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.4% |
| 7D | +3.1% | +2.7% | +0.4% | +1.4% |
| 30D | +34.4% | -3.2% | +37.6% | +36.4% |
| 3M | +110.6% | +5.6% | +105.1% | +102.4% |
| 6M | +153.4% | +6.9% | +146.5% | +140.6% |
| YTD | +117.4% | +14.9% | +102.5% | +97.8% |
| 1Y | +150.3% | +11.4% | +138.9% | +131.1% |
| 3Y | +112.8% | +106.8% | +6.0% | +31.1% |
| All | -18.6% | +159.4% | -178.0% | -58.8% |
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