+113.2%
WDC vs WMB
+22.7%
+90.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.4% | -0.4% | -5.0% |
| 7D | -18.3% | -8.6% | -9.7% | -16.3% |
| 30D | -26.7% | -4.2% | -22.5% | -25.1% |
| 3M | -40.9% | -4.4% | -36.5% | -39.5% |
| 6M | -26.8% | -8.7% | -18.1% | -25.7% |
| YTD | +88.2% | +15.4% | +72.8% | +98.8% |
| 1Y | +113.2% | +23.7% | +89.4% | +110.0% |
| All | +113.2% | +22.7% | +90.5% | +110.0% |
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 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