+259.9%
WMB vs TRMB
+105.8%
+154.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.3% |
| 7D | -6.7% | -17.0% | +10.3% | -0.8% |
| 30D | -8.6% | -9.0% | +0.4% | -6.1% |
| 3M | -4.9% | -8.1% | +3.2% | -3.0% |
| 6M | -6.3% | -10.1% | +3.8% | -4.4% |
| YTD | +13.0% | -30.2% | +43.2% | +25.3% |
| 1Y | +14.9% | -30.7% | +45.6% | +27.5% |
| 3Y | +113.4% | +32.6% | +80.8% | +77.0% |
| 5Y | +190.2% | -38.1% | +228.3% | +218.8% |
| 10Y | +259.9% | +98.9% | +160.9% | +99.4% |
| All | +259.9% | +105.8% | +154.1% | +99.4% |
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