+264.5%
WMB vs ASX
+754.3%
-489.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.5% |
| 7D | -13.8% | -19.9% | +6.1% | -10.5% |
| 30D | -10.3% | -30.9% | +20.6% | -4.6% |
| 3M | -10.1% | -15.1% | +5.0% | -8.3% |
| 6M | -11.8% | -6.5% | -5.4% | -13.5% |
| YTD | +8.9% | +98.4% | -89.5% | -9.6% |
| 1Y | +14.0% | +107.9% | -93.9% | -6.6% |
| 3Y | +100.5% | +325.3% | -224.8% | +34.8% |
| 5Y | +179.5% | +447.3% | -267.8% | +70.2% |
| All | +264.5% | +754.3% | -489.8% | +68.7% |
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