+618.9%
WMB vs BLK
+13,120.9%
-12,502.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +3.3% |
| 7D | +0.8% | -2.9% | +3.7% | +2.1% |
| 30D | +7.7% | -3.6% | +11.3% | +9.4% |
| 3M | +6.7% | +10.1% | -3.4% | +1.3% |
| 6M | +3.6% | +15.3% | -11.7% | -4.2% |
| YTD | +28.0% | +3.5% | +24.5% | +23.4% |
| 1Y | +37.6% | +0.7% | +36.9% | +34.0% |
| 3Y | +149.0% | +68.7% | +80.3% | +87.3% |
| 5Y | +285.3% | +33.1% | +252.2% | +213.4% |
| 10Y | +302.1% | +274.2% | +27.8% | +94.2% |
| All | +618.9% | +13,120.9% | -12,502.0% | +21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling