+223.9%
WBD vs WMB
+787.7%
-563.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.8% |
| 7D | +3.1% | +2.7% | +0.4% | +2.1% |
| 30D | +34.4% | -3.2% | +37.6% | +35.6% |
| 3M | +110.6% | +5.6% | +105.1% | +106.1% |
| 6M | +153.4% | +6.9% | +146.5% | +146.5% |
| YTD | +117.4% | +14.9% | +102.5% | +106.8% |
| 1Y | +150.3% | +11.4% | +138.9% | +140.3% |
| 3Y | +112.8% | +106.8% | +6.0% | +65.5% |
| 5Y | +0.3% | +291.6% | -291.4% | -37.7% |
| 10Y | -23.6% | +192.8% | -216.3% | -54.4% |
| All | +223.9% | +787.7% | -563.8% | +10.2% |
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