+23.7%
WMB vs ASX
+144.4%
-120.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.9% | -2.4% | -6.1% |
| 7D | -8.6% | -14.6% | +6.0% | -7.9% |
| 30D | -4.2% | -21.1% | +16.9% | -3.4% |
| 3M | -4.4% | -3.1% | -1.3% | -3.9% |
| 6M | -8.7% | +17.4% | -26.1% | -8.6% |
| YTD | +15.4% | +135.3% | -119.9% | +13.4% |
| 1Y | +23.7% | +146.5% | -122.8% | +21.9% |
| All | +23.7% | +144.4% | -120.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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