+20.1%
WMB vs BR
-11.9%
+31.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.6% |
| 7D | +8.1% | -1.3% | +9.3% | +7.7% |
| 30D | -6.9% | +13.7% | -20.6% | -4.2% |
| 3M | -5.1% | +13.8% | -18.9% | -2.3% |
| 6M | -5.7% | +29.7% | -35.4% | -0.6% |
| YTD | +18.1% | -12.6% | +30.7% | +23.4% |
| All | +20.1% | -11.9% | +31.9% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling