+34.7%
WMB vs TECK
+74.0%
-39.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | 0.0% | +4.9% | -4.9% | -0.2% |
| 30D | +4.6% | +5.2% | -0.6% | +4.4% |
| 3M | +5.7% | +13.8% | -8.0% | +4.8% |
| 6M | +4.2% | +38.5% | -34.3% | +0.2% |
| YTD | +26.8% | +47.3% | -20.5% | +20.4% |
| 1Y | +34.7% | +81.0% | -46.3% | +23.9% |
| All | +34.7% | +74.0% | -39.3% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 1y: compounded portfolio wealth divided by compounded TECK 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…
1y analysis · Full analysis span regression · 6 months rolling