+23.7%
WMB vs BRKR
+65.8%
-42.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +12.9% | -19.3% | -5.6% |
| 7D | -8.6% | +2.9% | -11.5% | -8.2% |
| 30D | -4.2% | -0.1% | -4.1% | -3.9% |
| 3M | -4.4% | +26.9% | -31.3% | -3.0% |
| 6M | -8.7% | +75.6% | -84.3% | -6.1% |
| YTD | +15.4% | +35.8% | -20.5% | +17.2% |
| 1Y | +23.7% | +58.6% | -34.9% | +25.0% |
| All | +23.7% | +65.8% | -42.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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