+608.3%
WMB vs BR
+1,481.8%
-873.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | +7.8% | +1.1% | +6.7% | +7.3% |
| 30D | -5.1% | +14.4% | -19.5% | -12.0% |
| 3M | -4.7% | +12.4% | -17.1% | -11.3% |
| 6M | -7.4% | +35.4% | -42.8% | -22.9% |
| YTD | +17.5% | -12.2% | +29.6% | +21.2% |
| 1Y | +19.5% | -12.7% | +32.2% | +23.7% |
| 3Y | +121.3% | +14.3% | +107.0% | +92.5% |
| 5Y | +200.5% | +19.3% | +181.2% | +146.3% |
| 10Y | +281.9% | +278.1% | +3.7% | +42.0% |
| All | +608.3% | +1,481.8% | -873.6% | -6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling