+13.5%
WFC vs WMB
+35.6%
-22.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.0% |
| 7D | +0.4% | 0.0% | +0.5% | +0.5% |
| 30D | +2.5% | +4.6% | -2.1% | +2.4% |
| 3M | +10.0% | +5.7% | +4.2% | +9.6% |
| 6M | +15.1% | +4.2% | +10.9% | +14.5% |
| YTD | -2.2% | +26.8% | -29.1% | -4.0% |
| 1Y | +13.5% | +34.7% | -21.2% | +12.1% |
| All | +13.5% | +35.6% | -22.1% | +12.1% |
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