+302.1%
WMB vs ASX
+918.4%
-616.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.1% | -3.8% | +1.1% |
| 7D | +0.8% | +6.3% | -5.5% | -0.3% |
| 30D | +7.7% | +6.4% | +1.3% | +6.2% |
| 3M | +6.7% | +13.1% | -6.4% | +2.6% |
| 6M | +3.6% | +90.3% | -86.7% | -11.7% |
| YTD | +28.0% | +149.6% | -121.6% | +2.4% |
| 1Y | +37.6% | +249.2% | -211.6% | +1.6% |
| 3Y | +149.0% | +445.9% | -296.9% | +60.2% |
| 5Y | +285.3% | +477.7% | -192.4% | +136.3% |
| 10Y | +302.1% | +913.4% | -611.3% | +84.9% |
| All | +302.1% | +918.4% | -616.3% | +84.9% |
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 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