+10,029.5%
WDC vs WMB
+4,805.5%
+5,224.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -28.0% | -13.8% | -14.1% | -24.6% |
| 30D | -34.9% | -10.3% | -24.6% | -32.7% |
| 3M | -41.6% | -10.1% | -31.5% | -39.7% |
| 6M | -45.4% | -11.8% | -33.5% | -43.5% |
| YTD | +53.3% | +8.9% | +44.3% | +49.2% |
| 1Y | +61.5% | +14.0% | +47.6% | +55.2% |
| 3Y | +712.3% | +100.5% | +611.8% | +565.6% |
| 5Y | +524.2% | +179.5% | +344.7% | +365.6% |
| 10Y | +616.5% | +272.7% | +343.8% | +388.5% |
| All | +10,029.5% | +4,805.5% | +5,224.0% | +2,066.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling