+37.6%
WMB vs BAX
+2.7%
+34.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.0% | +2.2% |
| 7D | +0.8% | -2.4% | +3.2% | +0.8% |
| 30D | +7.7% | -9.7% | +17.4% | +7.6% |
| 3M | +6.7% | +29.3% | -22.6% | +6.4% |
| 6M | +3.6% | +40.7% | -37.0% | +3.1% |
| YTD | +28.0% | +30.3% | -2.3% | +27.6% |
| 1Y | +37.6% | +3.4% | +34.2% | +36.8% |
| All | +37.6% | +2.7% | +34.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling