+259.9%
WMB vs ASX
+849.3%
-589.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.6% | -4.9% | +2.1% |
| 7D | -6.7% | -12.3% | +5.6% | -4.7% |
| 30D | -8.6% | -26.0% | +17.4% | -4.0% |
| 3M | -4.9% | -8.1% | +3.2% | -4.5% |
| 6M | -6.3% | +1.4% | -7.7% | -9.5% |
| YTD | +13.0% | +115.6% | -102.6% | -7.8% |
| 1Y | +14.9% | +128.0% | -113.1% | -7.5% |
| 3Y | +113.4% | +371.4% | -258.0% | +40.4% |
| 5Y | +190.2% | +469.4% | -279.3% | +75.9% |
| 10Y | +259.9% | +842.6% | -582.8% | +62.1% |
| All | +259.9% | +849.3% | -589.4% | +62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling