+712.3%
WDC vs WMB
+97.7%
+614.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | -28.0% | -13.8% | -14.1% | -22.8% |
| 30D | -34.9% | -10.3% | -24.6% | -31.3% |
| 3M | -41.6% | -10.1% | -31.5% | -38.4% |
| 6M | -45.4% | -11.8% | -33.5% | -42.5% |
| YTD | +53.3% | +8.9% | +44.3% | +46.6% |
| 1Y | +61.5% | +14.0% | +47.6% | +50.7% |
| 3Y | +712.3% | +100.5% | +611.8% | +582.8% |
| All | +712.3% | +97.7% | +614.6% | +582.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling