+283.3%
WMB vs TRMB
+103.0%
+180.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +1.2% |
| 7D | +8.1% | +4.1% | +4.0% | +6.6% |
| 30D | -6.9% | -7.0% | +0.1% | -5.1% |
| 3M | -5.1% | -0.9% | -4.2% | -5.6% |
| 6M | -5.7% | -1.2% | -4.5% | -6.9% |
| YTD | +18.1% | -28.7% | +46.8% | +30.0% |
| 1Y | +18.4% | -32.1% | +50.5% | +32.5% |
| 3Y | +122.7% | +33.4% | +89.3% | +84.4% |
| 5Y | +202.0% | -35.6% | +237.6% | +226.4% |
| All | +283.3% | +103.0% | +180.3% | +109.2% |
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