+13.0%
WMB vs ASX
+126.1%
-113.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.6% | -4.9% | +3.0% |
| 7D | -6.7% | -12.3% | +5.6% | -5.9% |
| 30D | -8.6% | -26.0% | +17.4% | -7.4% |
| 3M | -4.9% | -8.1% | +3.2% | -4.0% |
| 6M | -6.3% | +1.4% | -7.7% | -5.6% |
| YTD | +13.0% | +115.6% | -102.6% | +11.3% |
| All | +13.0% | +126.1% | -113.1% | +11.6% |
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