+1.8%
WFC vs WMB
+16.3%
-14.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.3% |
| 7D | +0.9% | -6.9% | +7.8% | +0.6% |
| 30D | +3.3% | -7.2% | +10.4% | +2.9% |
| 3M | -1.4% | -5.4% | +4.0% | -1.8% |
| 6M | +14.7% | -4.9% | +19.6% | +13.7% |
| YTD | -5.9% | +14.7% | -20.6% | -7.6% |
| 1Y | +1.8% | +14.7% | -12.9% | -0.1% |
| All | +1.8% | +16.3% | -14.5% | -0.1% |
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