+18.4%
WMB vs BTSG
+110.2%
-91.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.8% |
| 7D | +8.1% | +8.5% | -0.4% | +7.6% |
| 30D | -6.9% | +14.0% | -20.9% | -7.2% |
| 3M | -5.1% | +19.7% | -24.8% | -5.6% |
| 6M | -5.7% | +28.7% | -34.5% | -6.3% |
| YTD | +18.1% | +90.8% | -72.7% | +15.3% |
| 1Y | +18.4% | +112.4% | -94.0% | +13.3% |
| All | +18.4% | +110.2% | -91.8% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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