+5,065.4%
WMB vs BBY
+87,518.3%
-82,452.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.0% |
| 7D | +8.1% | +4.0% | +4.0% | +7.3% |
| 30D | -6.9% | +17.6% | -24.4% | -9.8% |
| 3M | -5.1% | +25.9% | -31.0% | -9.4% |
| 6M | -5.7% | +85.1% | -90.8% | -16.4% |
| YTD | +18.1% | +60.6% | -42.5% | +6.8% |
| 1Y | +18.4% | +40.2% | -21.7% | +9.6% |
| 3Y | +122.7% | +86.6% | +36.1% | +90.8% |
| 5Y | +202.0% | -3.7% | +205.7% | +185.4% |
| 10Y | +283.8% | +287.7% | -3.9% | +176.7% |
| All | +5,065.4% | +87,518.3% | -82,452.9% | +1,905.4% |
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 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