-0.7%
WMB vs BTDR
+56.7%
-57.4%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.9% | -3.8% | +0.2% |
| 7D | +0.6% | +20.0% | -19.4% | +1.1% |
| 30D | +3.3% | +11.9% | -8.7% | +3.8% |
| 3M | +3.1% | -36.9% | +40.1% | +2.5% |
| 6M | -0.7% | +56.5% | -57.2% | -2.8% |
| All | -0.7% | +56.7% | -57.4% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 6mo: compounded portfolio wealth divided by compounded BTDR 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…
6mo analysis · Full analysis span regression · 6 months rolling