+284.8%
WMB vs BBIO
+136.9%
+148.0%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.7% | +1.6% | -2.8% |
| 7D | -1.7% | -3.9% | +2.2% | -1.4% |
| 30D | +0.7% | -13.4% | +14.1% | +1.7% |
| 3M | +1.5% | +7.6% | -6.0% | +0.8% |
| 6M | +0.1% | -2.4% | +2.5% | -0.1% |
| YTD | +22.9% | -5.2% | +28.1% | +22.7% |
| 1Y | +27.9% | +36.9% | -9.0% | +23.9% |
| 3Y | +139.1% | +155.2% | -16.0% | +116.7% |
| 5Y | +270.9% | +44.0% | +226.9% | +221.4% |
| All | +284.8% | +136.9% | +148.0% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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