+5,376.0%
WMB vs FITB
+2,855.6%
+2,520.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | +3.3% | -4.7% | +8.0% | +4.7% |
| 3M | +3.1% | +6.7% | -3.5% | +1.1% |
| 6M | -0.7% | +12.6% | -13.3% | -4.5% |
| YTD | +25.2% | +19.1% | +6.0% | +18.0% |
| 1Y | +32.9% | +22.6% | +10.2% | +23.9% |
| 3Y | +140.6% | +127.1% | +13.4% | +84.5% |
| 5Y | +273.5% | +71.8% | +201.6% | +202.3% |
| 10Y | +334.2% | +287.2% | +47.0% | +170.4% |
| All | +5,376.0% | +2,855.6% | +2,520.4% | +1,640.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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