+18.4%
WMB vs BIDU
-40.0%
+58.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.4% | +0.6% |
| 7D | +8.1% | -2.3% | +10.4% | +7.9% |
| 30D | -6.9% | -7.3% | +0.4% | -7.2% |
| 3M | -5.1% | -26.0% | +20.9% | -6.2% |
| 6M | -5.7% | -44.5% | +38.8% | -6.7% |
| YTD | +18.1% | -40.6% | +58.6% | +17.3% |
| 1Y | +18.4% | -39.8% | +58.2% | +17.8% |
| All | +18.4% | -40.0% | +58.4% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling