+653.4%
WDC vs WMB
+267.9%
+385.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.7% | +6.2% | +7.8% |
| 7D | -14.4% | -6.7% | -7.8% | -10.5% |
| 30D | -27.1% | -8.6% | -18.5% | -22.8% |
| 3M | -33.3% | -4.9% | -28.3% | -31.2% |
| 6M | -39.6% | -6.3% | -33.3% | -37.7% |
| YTD | +68.4% | +13.0% | +55.4% | +55.5% |
| 1Y | +78.2% | +14.9% | +63.2% | +62.6% |
| 3Y | +772.0% | +113.4% | +658.6% | +448.9% |
| 5Y | +584.9% | +190.2% | +394.8% | +254.0% |
| 10Y | +653.4% | +259.9% | +393.6% | +221.2% |
| All | +653.4% | +267.9% | +385.6% | +221.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling