+5,376.0%
WMB vs BBWI
+1,034.6%
+4,341.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.5% |
| 7D | +0.6% | +1.5% | -0.9% | +0.2% |
| 30D | +3.3% | -5.2% | +8.4% | +4.2% |
| 3M | +3.1% | +11.1% | -8.0% | -0.5% |
| 6M | -0.7% | -13.4% | +12.7% | +0.1% |
| YTD | +25.2% | +0.1% | +25.1% | +20.9% |
| 1Y | +32.9% | -36.1% | +69.0% | +40.6% |
| 3Y | +140.6% | -44.1% | +184.7% | +147.5% |
| 5Y | +273.5% | -66.2% | +339.7% | +311.8% |
| 10Y | +334.2% | -54.8% | +389.0% | +263.9% |
| All | +5,376.0% | +1,034.6% | +4,341.4% | +1,632.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling