+7,471.3%
WMB vs TRMB
+3,381.2%
+4,090.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.3% |
| 7D | +0.6% | -2.5% | +3.1% | +1.0% |
| 30D | +3.3% | +1.5% | +1.7% | +2.8% |
| 3M | +3.1% | +6.8% | -3.6% | +1.4% |
| 6M | -0.7% | -14.9% | +14.2% | +1.7% |
| YTD | +25.2% | -24.1% | +49.3% | +30.7% |
| 1Y | +32.9% | -25.4% | +58.3% | +38.8% |
| 3Y | +140.6% | +8.0% | +132.5% | +130.6% |
| 5Y | +273.5% | -37.3% | +310.8% | +291.1% |
| 10Y | +334.2% | +116.8% | +217.4% | +255.4% |
| All | +7,471.3% | +3,381.2% | +4,090.1% | +4,051.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling