+116.4%
WMB vs BIDU
-23.6%
+140.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.5% |
| 7D | -6.9% | +3.6% | -10.5% | -6.9% |
| 30D | -7.2% | -6.6% | -0.6% | -7.1% |
| 3M | -5.4% | -27.2% | +21.8% | -5.1% |
| 6M | -4.9% | -43.5% | +38.6% | -3.9% |
| YTD | +14.7% | -39.0% | +53.7% | +15.5% |
| 1Y | +14.7% | -39.8% | +54.5% | +15.6% |
| 3Y | +116.4% | -24.8% | +141.1% | +112.3% |
| All | +116.4% | -23.6% | +140.0% | +112.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling