+405.8%
WDC vs WMB
+36.8%
+369.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.1% | +1.9% |
| 7D | +6.0% | +0.8% | +5.2% | +5.9% |
| 30D | +9.9% | +7.7% | +2.2% | +9.3% |
| 3M | -9.4% | +6.7% | -16.1% | -10.2% |
| 6M | +94.7% | +3.6% | +91.1% | +92.0% |
| YTD | +177.4% | +28.0% | +149.4% | +182.0% |
| All | +405.8% | +36.8% | +369.0% | +433.3% |
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