+23.7%
WMB vs BBY
+33.0%
-9.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.0% | -14.3% | -5.5% |
| 7D | -8.6% | +4.5% | -13.2% | -8.0% |
| 30D | -4.2% | +16.0% | -20.2% | -2.7% |
| 3M | -4.4% | +18.6% | -23.0% | -2.7% |
| 6M | -8.7% | +80.1% | -88.7% | -4.5% |
| YTD | +15.4% | +57.4% | -42.1% | +19.8% |
| 1Y | +23.7% | +34.5% | -10.8% | +31.1% |
| All | +23.7% | +33.0% | -9.3% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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