+810.0%
WMB vs WU
-19.6%
+829.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | +0.6% | -0.8% | +1.4% | +0.9% |
| 30D | +3.3% | -1.1% | +4.4% | +3.6% |
| 3M | +3.1% | -3.9% | +7.0% | +2.4% |
| 6M | -0.7% | -20.7% | +20.0% | +7.0% |
| YTD | +25.2% | -18.4% | +43.5% | +32.1% |
| 1Y | +32.9% | -8.1% | +40.9% | +30.4% |
| 3Y | +140.6% | -24.2% | +164.7% | +148.3% |
| 5Y | +273.5% | -50.4% | +323.9% | +361.2% |
| 10Y | +334.2% | -40.0% | +374.2% | +351.9% |
| All | +810.0% | -19.6% | +829.6% | +615.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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