+283.3%
WMB vs BR
+275.8%
+7.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | +8.1% | -1.3% | +9.3% | +8.5% |
| 30D | -6.9% | +13.7% | -20.6% | -10.9% |
| 3M | -5.1% | +13.8% | -18.9% | -9.6% |
| 6M | -5.7% | +29.7% | -35.4% | -14.7% |
| YTD | +18.1% | -12.6% | +30.7% | +22.5% |
| 1Y | +18.4% | -12.4% | +30.8% | +22.8% |
| 3Y | +122.7% | +14.1% | +108.6% | +104.2% |
| 5Y | +202.0% | +18.7% | +183.4% | +167.5% |
| All | +283.3% | +275.8% | +7.5% | +155.4% |
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