+140.1%
WMB vs BLK
+63.3%
+76.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.9% |
| 7D | -1.7% | -5.2% | +3.5% | -0.5% |
| 30D | +0.7% | -7.0% | +7.8% | +2.3% |
| 3M | +1.5% | +5.7% | -4.1% | -0.3% |
| 6M | +0.1% | +11.0% | -10.9% | -3.5% |
| YTD | +22.9% | +0.9% | +22.0% | +21.3% |
| 1Y | +27.9% | -1.6% | +29.5% | +27.0% |
| All | +140.1% | +63.3% | +76.7% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling