+18.6%
WMB vs BIYA
-99.9%
+118.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.4% | +1.5% |
| 7D | -6.9% | -4.1% | -2.8% | -6.9% |
| 30D | -7.2% | -35.5% | +28.3% | -7.1% |
| 3M | -5.4% | -56.3% | +50.9% | -5.3% |
| 6M | -4.9% | -88.7% | +83.8% | -4.6% |
| YTD | +14.7% | -97.0% | +111.6% | +16.0% |
| 1Y | +14.7% | -98.7% | +113.4% | +17.9% |
| All | +18.6% | -99.9% | +118.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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