+430.5%
WMB vs ASX
+2,948.3%
-2,517.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.9% |
| 7D | -13.8% | -19.9% | +6.1% | -9.4% |
| 30D | -10.3% | -30.9% | +20.6% | -2.7% |
| 3M | -10.1% | -15.1% | +5.0% | -7.8% |
| 6M | -11.8% | -6.5% | -5.4% | -14.1% |
| YTD | +8.9% | +98.4% | -89.5% | -13.6% |
| 1Y | +14.0% | +107.9% | -93.9% | -10.9% |
| 3Y | +100.5% | +325.3% | -224.8% | +24.7% |
| 5Y | +179.5% | +447.3% | -267.8% | +56.1% |
| 10Y | +272.7% | +763.2% | -490.5% | +70.2% |
| All | +430.5% | +2,948.3% | -2,517.8% | +41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling