+14.0%
WMB vs WM
+20.0%
-6.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.3% |
| 7D | -13.8% | +1.2% | -15.0% | -13.9% |
| 30D | -10.3% | +13.1% | -23.4% | -11.9% |
| 3M | -10.1% | +3.6% | -13.7% | -10.1% |
| 6M | -11.8% | +8.1% | -19.9% | -12.8% |
| YTD | +8.9% | +8.9% | 0.0% | +7.0% |
| 1Y | +14.0% | +20.3% | -6.4% | +10.6% |
| All | +14.0% | +20.0% | -6.0% | +10.6% |
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