+295.5%
WMB vs BBY
+252.7%
+42.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.0% | -0.7% |
| 7D | -1.8% | +0.6% | -2.3% | -1.9% |
| 30D | -1.2% | +9.4% | -10.6% | -3.3% |
| 3M | +2.5% | +19.3% | -16.9% | -2.0% |
| 6M | -0.7% | +47.9% | -48.6% | -10.4% |
| YTD | +23.0% | +39.6% | -16.6% | +11.9% |
| 1Y | +26.7% | +22.2% | +4.5% | +18.7% |
| 3Y | +140.2% | +45.0% | +95.2% | +105.6% |
| 5Y | +271.1% | +2.6% | +268.5% | +238.4% |
| All | +295.5% | +252.7% | +42.8% | +174.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling