+654.7%
WMB vs BR
+1,321.0%
-666.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +1.9% |
| 7D | +0.6% | -5.3% | +5.8% | +3.3% |
| 30D | +3.3% | +6.4% | -3.2% | -0.4% |
| 3M | +3.1% | +13.6% | -10.5% | -4.7% |
| 6M | -0.7% | -6.7% | +6.0% | +0.7% |
| YTD | +25.2% | -21.1% | +46.3% | +37.7% |
| 1Y | +32.9% | -29.6% | +62.4% | +55.1% |
| 3Y | +140.6% | -2.4% | +142.9% | +129.3% |
| 5Y | +273.5% | +11.2% | +262.2% | +217.8% |
| 10Y | +334.2% | +191.8% | +142.4% | +89.5% |
| All | +654.7% | +1,321.0% | -666.3% | +6.7% |
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