+417.4%
WDC vs WMB
+31.9%
+385.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.1% | +5.7% | +5.9% |
| 7D | +1.7% | +0.6% | +1.2% | +1.7% |
| 30D | -10.0% | +3.3% | -13.2% | -10.2% |
| 3M | -18.8% | +3.1% | -21.9% | -19.2% |
| 6M | +79.0% | -0.7% | +79.7% | +76.7% |
| YTD | +171.6% | +25.2% | +146.4% | +176.7% |
| 1Y | +417.4% | +32.9% | +384.5% | +482.2% |
| All | +417.4% | +31.9% | +385.5% | +482.2% |
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 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