+653.6%
WMB vs BND
+76.8%
+576.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +3.3% | -0.4% | +3.6% | +3.3% |
| 3M | +3.1% | -0.6% | +3.8% | +3.2% |
| 6M | -0.7% | -1.4% | +0.7% | -0.5% |
| YTD | +25.2% | -0.2% | +25.4% | +25.2% |
| 1Y | +32.9% | +1.3% | +31.6% | +32.6% |
| 3Y | +140.6% | +13.2% | +127.4% | +136.6% |
| 5Y | +273.5% | -1.6% | +275.0% | +268.0% |
| 10Y | +334.2% | +15.5% | +318.7% | +351.5% |
| All | +653.6% | +76.8% | +576.9% | +656.6% |
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