+2,655.6%
WMB vs BWA
+2,496.1%
+159.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.3% |
| 7D | -13.8% | -5.5% | -8.4% | -11.8% |
| 30D | -10.3% | -21.7% | +11.4% | -1.4% |
| 3M | -10.1% | -25.6% | +15.6% | +0.3% |
| 6M | -11.8% | -17.4% | +5.6% | -6.8% |
| YTD | +8.9% | +9.2% | -0.2% | +0.7% |
| 1Y | +14.0% | +9.7% | +4.2% | +4.9% |
| 3Y | +100.5% | +54.6% | +45.9% | +53.9% |
| 5Y | +179.5% | +26.8% | +152.7% | +122.7% |
| 10Y | +272.7% | +89.0% | +183.8% | +132.6% |
| All | +2,655.6% | +2,496.1% | +159.4% | +663.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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