+409.6%
WMB vs BTG
+332.2%
+77.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +7.8% | -9.1% | +16.9% | +8.7% |
| 30D | -5.1% | -1.6% | -3.5% | -5.2% |
| 3M | -4.7% | -2.8% | -1.9% | -4.9% |
| 6M | -7.4% | -7.6% | +0.2% | -7.6% |
| YTD | +17.5% | +10.2% | +7.2% | +14.3% |
| 1Y | +19.5% | +21.3% | -1.8% | +15.1% |
| 3Y | +121.3% | +82.7% | +38.6% | +101.7% |
| 5Y | +200.5% | +30.8% | +169.7% | +179.5% |
| 10Y | +281.9% | +163.7% | +118.2% | +220.7% |
| All | +409.6% | +332.2% | +77.4% | +205.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling