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  • WMB vs WM✓SelectedUSD · WMWMB vs WM performance historyLatest closeAs of-5.32%11/05
Stock and ETF performance explorer

WMB vs WM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+4,679.4%
WM return
+29,154.7%
Excess return
-24,475.4%
Maximum drawdown
-98.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioWMExcessAlpha
1D-5.3%+1.2%-6.5%-5.6%
7D-14.2%+4.5%-18.7%-15.3%
30D-11.2%+16.1%-27.3%-15.2%
3M-9.9%+8.0%-17.9%-12.2%
6M-14.4%+8.4%-22.8%-16.7%
YTD+9.2%+11.2%-2.0%+5.3%
1Y+15.1%+22.3%-7.3%+7.9%
3Y+99.2%+50.2%+49.0%+75.3%
5Y+180.2%+63.3%+117.0%+140.0%
10Y+273.7%+355.0%-81.3%+144.8%
All+4,679.4%+29,154.7%-24,475.4%+2,300.0%

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