+3,632.8%
WMB vs WWD
+14,812.3%
-11,179.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.9% | -1.2% | +1.9% |
| 7D | -6.7% | +4.2% | -10.8% | -8.0% |
| 30D | -8.6% | -0.8% | -7.8% | -8.5% |
| 3M | -4.9% | -8.2% | +3.3% | -2.3% |
| 6M | -6.3% | -9.8% | +3.5% | -4.2% |
| YTD | +13.0% | +10.4% | +2.6% | +5.6% |
| 1Y | +14.9% | +25.5% | -10.5% | +1.8% |
| 3Y | +113.4% | +155.8% | -42.4% | +40.0% |
| 5Y | +190.2% | +187.3% | +2.8% | +76.6% |
| 10Y | +259.9% | +462.7% | -202.8% | +58.1% |
| All | +3,632.8% | +14,812.3% | -11,179.5% | +785.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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