+270.9%
WMB vs AZO
+85.0%
+186.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | -1.7% | -2.9% | +1.3% | -1.2% |
| 30D | +0.7% | -5.3% | +6.0% | +1.5% |
| 3M | +1.5% | -7.3% | +8.9% | +2.5% |
| 6M | +0.1% | -22.7% | +22.7% | +3.9% |
| YTD | +22.9% | -15.0% | +38.0% | +25.3% |
| 1Y | +27.9% | -32.2% | +60.1% | +35.5% |
| 3Y | +139.1% | +10.0% | +129.1% | +131.3% |
| 5Y | +270.9% | +85.8% | +185.1% | +236.4% |
| All | +270.9% | +85.0% | +186.0% | +236.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling