+200.8%
WMB vs ASX
+482.2%
-281.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.3% |
| 7D | +7.8% | +12.4% | -4.6% | +6.2% |
| 30D | -5.1% | -19.8% | +14.7% | -3.1% |
| 3M | -4.7% | -10.3% | +5.6% | -4.1% |
| 6M | -7.4% | +1.2% | -8.6% | -9.1% |
| YTD | +17.5% | +123.0% | -105.6% | +2.6% |
| 1Y | +19.5% | +145.4% | -126.0% | +2.8% |
| 3Y | +121.3% | +368.6% | -247.3% | +67.9% |
| All | +200.8% | +482.2% | -281.4% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling