+280.4%
WMB vs BN
+301.2%
-20.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.5% |
| 7D | +1.6% | -2.4% | +4.0% | +2.7% |
| 30D | -7.1% | +13.5% | -20.6% | -12.7% |
| 3M | -4.0% | -5.9% | +1.9% | -2.1% |
| 6M | -5.7% | -8.9% | +3.2% | -3.0% |
| YTD | +17.2% | -7.9% | +25.0% | +18.3% |
| 1Y | +17.2% | -8.3% | +25.5% | +18.3% |
| 3Y | +121.1% | +100.8% | +20.3% | +42.7% |
| 5Y | +197.2% | +38.2% | +159.0% | +126.3% |
| All | +280.4% | +301.2% | -20.8% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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