+528.7%
WDC vs WMB
+178.0%
+350.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | -28.0% | -13.8% | -14.1% | -22.1% |
| 30D | -34.9% | -10.3% | -24.6% | -30.9% |
| 3M | -41.6% | -10.1% | -31.5% | -38.2% |
| 6M | -45.4% | -11.8% | -33.5% | -42.2% |
| YTD | +53.3% | +8.9% | +44.3% | +45.3% |
| 1Y | +61.5% | +14.0% | +47.6% | +49.2% |
| 3Y | +712.3% | +100.5% | +611.8% | +456.9% |
| All | +528.7% | +178.0% | +350.8% | +264.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling