+23.7%
WMB vs WM
+21.9%
+1.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.6% | -8.0% | -6.4% |
| 7D | -8.6% | +5.9% | -14.6% | -8.9% |
| 30D | -4.2% | +15.4% | -19.6% | -6.0% |
| 3M | -4.4% | +6.3% | -10.8% | -4.8% |
| 6M | -8.7% | +5.6% | -14.3% | -9.2% |
| YTD | +15.4% | +9.9% | +5.4% | +13.4% |
| 1Y | +23.7% | +20.8% | +2.9% | +19.5% |
| All | +23.7% | +21.9% | +1.8% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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