+14.7%
WMB vs ASX
+133.5%
-118.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.7% | +1.2% |
| 7D | -6.9% | -9.1% | +2.2% | -6.5% |
| 30D | -7.2% | -23.6% | +16.4% | -6.2% |
| 3M | -5.4% | -5.6% | +0.2% | -4.8% |
| 6M | -4.9% | +4.7% | -9.6% | -4.4% |
| YTD | +14.7% | +122.6% | -107.9% | +12.7% |
| 1Y | +14.7% | +133.0% | -118.3% | +13.0% |
| All | +14.7% | +133.5% | -118.8% | +13.0% |
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