+4,918.1%
WMB vs WM
+28,683.0%
-23,764.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -6.9% | +1.2% | -8.1% | -7.3% |
| 30D | -7.2% | +13.7% | -20.8% | -10.7% |
| 3M | -5.4% | +5.2% | -10.6% | -7.1% |
| 6M | -4.9% | +11.2% | -16.1% | -8.2% |
| YTD | +14.7% | +9.4% | +5.3% | +11.0% |
| 1Y | +14.7% | +20.4% | -5.7% | +8.0% |
| 3Y | +116.4% | +44.7% | +71.7% | +92.4% |
| 5Y | +198.5% | +58.5% | +140.1% | +157.8% |
| 10Y | +266.3% | +326.4% | -60.1% | +143.9% |
| All | +4,918.1% | +28,683.0% | -23,764.9% | +2,431.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling