+113.4%
WMB vs TD
+134.4%
-21.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.4% |
| 7D | -6.7% | -0.6% | -6.0% | -6.5% |
| 30D | -8.6% | +7.9% | -16.5% | -10.1% |
| 3M | -4.9% | +3.1% | -8.1% | -5.6% |
| 6M | -6.3% | +17.2% | -23.5% | -9.9% |
| YTD | +13.0% | +34.7% | -21.8% | +4.8% |
| 1Y | +14.9% | +56.9% | -42.0% | +2.3% |
| 3Y | +113.4% | +134.7% | -21.4% | +66.4% |
| All | +113.4% | +134.4% | -21.1% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling