+285.3%
WMB vs TD
+123.5%
+161.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.7% |
| 7D | +0.8% | +0.9% | -0.1% | +0.4% |
| 30D | +7.7% | -0.7% | +8.4% | +7.9% |
| 3M | +6.7% | +6.3% | +0.4% | +3.6% |
| 6M | +3.6% | +27.9% | -24.3% | -7.6% |
| YTD | +28.0% | +29.8% | -1.8% | +13.2% |
| 1Y | +37.6% | +63.7% | -26.0% | +9.0% |
| 3Y | +149.0% | +128.3% | +20.7% | +63.7% |
| 5Y | +285.3% | +125.5% | +159.8% | +136.5% |
| All | +285.3% | +123.5% | +161.8% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling