+298.4%
WMB vs BR
+189.7%
+108.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.0% | -3.0% | +1.9% | -0.1% |
| 30D | -0.4% | -0.3% | -0.1% | -0.6% |
| 3M | +3.2% | +17.3% | -14.1% | -2.9% |
| 6M | +0.1% | -6.7% | +6.8% | +1.5% |
| YTD | +23.9% | -23.4% | +47.3% | +34.6% |
| 1Y | +27.6% | -32.7% | +60.3% | +45.6% |
| 3Y | +141.9% | -5.9% | +147.8% | +138.3% |
| 5Y | +273.8% | +8.4% | +265.3% | +239.5% |
| All | +298.4% | +189.7% | +108.7% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling