+313.2%
WMB vs TRMB
+113.5%
+199.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.1% |
| 7D | 0.0% | -2.9% | +2.9% | +1.0% |
| 30D | +4.6% | -1.8% | +6.4% | +5.0% |
| 3M | +5.7% | +8.4% | -2.7% | +1.8% |
| 6M | +4.2% | -18.5% | +22.7% | +10.7% |
| YTD | +26.8% | -26.7% | +53.6% | +39.3% |
| 1Y | +34.7% | -28.3% | +63.0% | +48.3% |
| 3Y | +146.8% | +12.6% | +134.2% | +119.1% |
| 5Y | +285.0% | -38.7% | +323.7% | +329.4% |
| 10Y | +313.2% | +120.8% | +192.4% | +110.9% |
| All | +313.2% | +113.5% | +199.6% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling