+144.1%
WMB vs TD
+128.3%
+15.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +3.3% | +0.4% | +2.9% | +3.1% |
| 3M | +3.1% | +7.6% | -4.5% | +0.9% |
| 6M | -0.7% | +25.0% | -25.7% | -6.9% |
| YTD | +25.2% | +31.0% | -5.8% | +15.7% |
| 1Y | +32.9% | +65.2% | -32.3% | +14.5% |
| All | +144.1% | +128.3% | +15.7% | +82.5% |
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