+590.6%
WMB vs BND
+75.4%
+515.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | -6.9% | -0.1% | -6.8% | -6.9% |
| 30D | -7.2% | +1.3% | -8.5% | -7.3% |
| 3M | -5.4% | -0.7% | -4.7% | -5.4% |
| 6M | -4.9% | -1.6% | -3.3% | -4.7% |
| YTD | +14.7% | -1.0% | +15.7% | +14.8% |
| 1Y | +14.7% | -0.7% | +15.4% | +14.8% |
| 3Y | +116.4% | +14.1% | +102.3% | +112.7% |
| 5Y | +198.5% | -1.5% | +200.1% | +194.3% |
| 10Y | +266.3% | +17.3% | +249.0% | +288.1% |
| All | +590.6% | +75.4% | +515.2% | +593.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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