+4,666.7%
WMB vs BN
+15,687.7%
-11,021.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.2% |
| 7D | -13.8% | +5.3% | -19.2% | -16.3% |
| 30D | -10.3% | +11.9% | -22.2% | -15.5% |
| 3M | -10.1% | -5.7% | -4.3% | -8.4% |
| 6M | -11.8% | -10.6% | -1.2% | -8.5% |
| YTD | +8.9% | -9.4% | +18.3% | +10.8% |
| 1Y | +14.0% | -8.8% | +22.7% | +15.3% |
| 3Y | +100.5% | +95.6% | +4.9% | +35.2% |
| 5Y | +179.5% | +30.2% | +149.4% | +120.4% |
| 10Y | +272.7% | +277.0% | -4.3% | +71.4% |
| All | +4,666.7% | +15,687.7% | -11,021.0% | +1,036.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling