+4,679.4%
WMB vs WM
+29,154.7%
-24,475.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 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