+295.4%
WMB vs BIDU
-49.1%
+344.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.9% |
| 7D | -1.7% | -5.2% | +3.6% | -1.1% |
| 30D | +0.7% | -14.5% | +15.2% | +2.4% |
| 3M | +1.5% | -22.9% | +24.4% | +4.3% |
| 6M | +0.1% | -27.8% | +27.9% | +3.1% |
| YTD | +22.9% | -30.7% | +53.6% | +26.9% |
| 1Y | +27.9% | -15.8% | +43.7% | +27.5% |
| 3Y | +139.1% | -33.2% | +172.4% | +141.6% |
| 5Y | +270.9% | -44.8% | +315.7% | +267.6% |
| All | +295.4% | -49.1% | +344.5% | +230.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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