+285.0%
WMB vs BTG
+75.0%
+210.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.5% | -1.1% |
| 7D | 0.0% | +2.4% | -2.4% | -0.3% |
| 30D | +4.6% | +9.5% | -4.9% | +3.3% |
| 3M | +5.7% | +38.5% | -32.8% | +0.8% |
| 6M | +4.2% | +5.6% | -1.5% | +2.5% |
| YTD | +26.8% | +23.9% | +2.9% | +20.6% |
| 1Y | +34.7% | +32.1% | +2.5% | +25.6% |
| 3Y | +146.8% | +103.2% | +43.6% | +105.6% |
| 5Y | +285.0% | +79.7% | +205.3% | +235.3% |
| All | +285.0% | +75.0% | +210.0% | +235.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling