+5,449.9%
WMB vs BNY
+8,066.6%
-2,616.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | 0.0% | +0.3% | -0.3% | -0.2% |
| 30D | +4.6% | +1.9% | +2.7% | +3.7% |
| 3M | +5.7% | +13.9% | -8.1% | -0.1% |
| 6M | +4.2% | +42.3% | -38.1% | -10.5% |
| YTD | +26.8% | +41.8% | -15.0% | +8.6% |
| 1Y | +34.7% | +57.9% | -23.3% | +10.1% |
| 3Y | +146.8% | +290.7% | -143.9% | +36.9% |
| 5Y | +285.0% | +252.3% | +32.7% | +117.7% |
| 10Y | +313.2% | +412.8% | -99.6% | +95.8% |
| All | +5,449.9% | +8,066.6% | -2,616.7% | +1,322.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling