+34.7%
WMB vs BB
+100.8%
-66.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.9% |
| 7D | 0.0% | +1.8% | -1.9% | 0.0% |
| 30D | +4.6% | -12.2% | +16.8% | +4.3% |
| 3M | +5.7% | -12.3% | +18.1% | +5.3% |
| 6M | +4.2% | +122.7% | -118.5% | +7.3% |
| YTD | +26.8% | +104.5% | -77.6% | +30.6% |
| 1Y | +34.7% | +106.7% | -72.0% | +40.2% |
| All | +34.7% | +100.8% | -66.1% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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