+298.4%
WMB vs AZO
+296.8%
+1.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | -1.0% | -3.6% | +2.5% | -0.1% |
| 30D | -0.4% | -5.6% | +5.1% | +1.1% |
| 3M | +3.2% | -6.6% | +9.9% | +4.7% |
| 6M | +0.1% | -22.5% | +22.6% | +6.6% |
| YTD | +23.9% | -15.2% | +39.0% | +28.1% |
| 1Y | +27.6% | -33.9% | +61.5% | +41.7% |
| 3Y | +141.9% | +11.8% | +130.1% | +126.0% |
| 5Y | +273.8% | +85.5% | +188.2% | +186.9% |
| All | +298.4% | +296.8% | +1.6% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling