+27.9%
WMB vs BBY
+22.2%
+5.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -1.7% | +0.7% | -2.3% | -1.6% |
| 30D | +0.7% | +5.8% | -5.1% | +1.0% |
| 3M | +1.5% | +18.0% | -16.5% | +2.1% |
| 6M | +0.1% | +39.8% | -39.8% | +1.4% |
| YTD | +22.9% | +35.4% | -12.5% | +24.4% |
| 1Y | +27.9% | +21.4% | +6.5% | +31.7% |
| All | +27.9% | +22.2% | +5.6% | +31.7% |
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