+281.4%
WMB vs BN
+290.8%
-9.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.2% |
| 7D | +7.8% | -1.0% | +8.8% | +8.3% |
| 30D | -5.1% | +14.0% | -19.1% | -11.1% |
| 3M | -4.7% | -9.0% | +4.3% | -1.4% |
| 6M | -7.4% | -8.8% | +1.4% | -4.8% |
| YTD | +17.5% | -10.3% | +27.7% | +20.0% |
| 1Y | +19.5% | -5.8% | +25.3% | +19.0% |
| 3Y | +121.3% | +94.8% | +26.5% | +44.8% |
| 5Y | +200.5% | +31.5% | +169.1% | +135.2% |
| All | +281.4% | +290.8% | -9.5% | +67.9% |
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