+149.0%
WMB vs BIDU
-32.1%
+181.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -7.0% | +9.2% | +2.3% |
| 7D | +0.8% | -2.4% | +3.2% | +0.8% |
| 30D | +7.7% | -15.6% | +23.4% | +8.0% |
| 3M | +6.7% | -22.3% | +29.0% | +7.2% |
| 6M | +3.6% | -22.3% | +25.9% | +4.0% |
| YTD | +28.0% | -29.2% | +57.2% | +28.8% |
| 1Y | +37.6% | -14.8% | +52.4% | +37.0% |
| 3Y | +149.0% | -31.8% | +180.8% | +150.9% |
| All | +149.0% | -32.1% | +181.1% | +150.9% |
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