+5,376.0%
WMB vs BN
+15,251.3%
-9,875.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.6% | -2.5% | +3.0% | +1.7% |
| 30D | +3.3% | -9.5% | +12.8% | +8.0% |
| 3M | +3.1% | -10.4% | +13.5% | +8.0% |
| 6M | -0.7% | -6.4% | +5.6% | +1.0% |
| YTD | +25.2% | -11.9% | +37.0% | +29.9% |
| 1Y | +32.9% | -8.6% | +41.5% | +34.7% |
| 3Y | +140.6% | +77.6% | +63.0% | +70.3% |
| 5Y | +273.5% | +37.0% | +236.4% | +188.1% |
| 10Y | +334.2% | +266.4% | +67.8% | +103.7% |
| All | +5,376.0% | +15,251.3% | -9,875.3% | +1,232.4% |
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