+265.8%
WMB vs BNY
+256.6%
+9.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -1.0% | -1.3% | +0.3% | -0.6% |
| 30D | -0.4% | -0.2% | -0.3% | -0.4% |
| 3M | +3.2% | +14.9% | -11.7% | -1.8% |
| 6M | +0.1% | +40.0% | -39.9% | -11.4% |
| YTD | +23.9% | +42.0% | -18.1% | +8.4% |
| 1Y | +27.6% | +56.9% | -29.2% | +7.4% |
| 3Y | +141.9% | +289.9% | -148.0% | +43.7% |
| All | +265.8% | +256.6% | +9.2% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 5y: compounded portfolio wealth divided by compounded BNY 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…
5y analysis · Full analysis span regression · 6 months rolling