+259.9%
WMB vs BBWI
-41.3%
+301.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.4% |
| 7D | -6.7% | -6.2% | -0.5% | -5.8% |
| 30D | -8.6% | +25.5% | -34.0% | -12.0% |
| 3M | -4.9% | +8.0% | -12.9% | -6.7% |
| 6M | -6.3% | +12.7% | -19.0% | -9.4% |
| YTD | +13.0% | +11.6% | +1.3% | +8.2% |
| 1Y | +14.9% | -0.9% | +15.8% | +11.2% |
| 3Y | +113.4% | -22.7% | +136.1% | +105.9% |
| 5Y | +190.2% | -67.2% | +257.3% | +219.4% |
| 10Y | +259.9% | -43.7% | +303.6% | +150.0% |
| All | +259.9% | -41.3% | +301.2% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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