+5,376.0%
WMB vs BBY
+75,590.7%
-70,214.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.0% | -0.4% |
| 7D | +0.6% | +9.5% | -8.9% | -1.1% |
| 30D | +3.3% | +6.8% | -3.6% | +1.9% |
| 3M | +3.1% | +28.9% | -25.7% | -1.7% |
| 6M | -0.7% | +37.8% | -38.5% | -7.0% |
| YTD | +25.2% | +38.7% | -13.6% | +16.7% |
| 1Y | +32.9% | +23.7% | +9.2% | +26.0% |
| 3Y | +140.6% | +39.1% | +101.4% | +118.1% |
| 5Y | +273.5% | -0.4% | +273.9% | +251.9% |
| 10Y | +334.2% | +234.0% | +100.2% | +222.7% |
| All | +5,376.0% | +75,590.7% | -70,214.7% | +2,091.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling