+298.4%
WMB vs BLK
+283.5%
+14.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | +0.1% |
| 7D | -1.0% | -3.3% | +2.3% | +0.4% |
| 30D | -0.4% | -6.5% | +6.1% | +2.4% |
| 3M | +3.2% | +6.7% | -3.5% | -0.4% |
| 6M | +0.1% | +14.7% | -14.7% | -7.1% |
| YTD | +23.9% | +2.5% | +21.3% | +20.1% |
| 1Y | +27.6% | -2.8% | +30.4% | +26.5% |
| 3Y | +141.9% | +65.9% | +76.1% | +81.7% |
| 5Y | +273.8% | +33.0% | +240.8% | +205.5% |
| All | +298.4% | +283.5% | +14.9% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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