+126.7%
WFC vs WMB
+282.7%
-156.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -3.1% |
| 7D | +1.1% | +0.8% | +0.3% | +0.7% |
| 30D | +0.8% | +7.7% | -6.9% | -2.1% |
| 3M | +9.3% | +6.7% | +2.6% | +6.0% |
| 6M | +10.6% | +3.6% | +7.0% | +8.2% |
| YTD | -4.1% | +28.0% | -32.1% | -14.6% |
| 1Y | +13.6% | +37.6% | -24.0% | -2.6% |
| 3Y | +130.7% | +149.0% | -18.3% | +47.6% |
| 5Y | +126.7% | +285.3% | -158.6% | +16.5% |
| All | +126.7% | +282.7% | -156.0% | +16.5% |
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