+509.4%
WMB vs ASX
+3,515.0%
-3,005.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +3.3% | +2.0% | +1.3% | +2.5% |
| 3M | +3.1% | -1.3% | +4.5% | +1.2% |
| 6M | -0.7% | +71.4% | -72.1% | -16.6% |
| YTD | +25.2% | +135.3% | -110.2% | -3.6% |
| 1Y | +32.9% | +267.5% | -234.6% | -9.8% |
| 3Y | +140.6% | +388.5% | -247.9% | +46.3% |
| 5Y | +273.5% | +417.1% | -143.6% | +114.7% |
| 10Y | +334.2% | +872.7% | -538.5% | +95.3% |
| All | +509.4% | +3,515.0% | -3,005.6% | +58.0% |
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 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