+1,245.5%
WDC vs WMB
+309.4%
+936.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.1% | +0.9% |
| 7D | +6.0% | +0.8% | +5.2% | +5.5% |
| 30D | +9.9% | +7.7% | +2.2% | +5.3% |
| 3M | -9.4% | +6.7% | -16.1% | -13.1% |
| 6M | +94.7% | +3.6% | +91.1% | +88.9% |
| YTD | +177.4% | +28.0% | +149.4% | +137.8% |
| 1Y | +412.6% | +37.6% | +375.0% | +318.5% |
| 3Y | +1,359.8% | +149.0% | +1,210.7% | +736.8% |
| 5Y | +992.6% | +285.3% | +707.3% | +376.7% |
| 10Y | +1,245.5% | +302.1% | +943.4% | +436.4% |
| All | +1,245.5% | +309.4% | +936.1% | +436.4% |
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