+198.5%
WMB vs WY
-32.7%
+231.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.0% |
| 7D | -6.9% | +0.2% | -7.1% | -7.1% |
| 30D | -7.2% | +8.0% | -15.2% | -9.3% |
| 3M | -5.4% | -17.7% | +12.2% | -1.0% |
| 6M | -4.9% | -10.8% | +5.9% | -2.9% |
| YTD | +14.7% | -10.6% | +25.3% | +16.4% |
| 1Y | +14.7% | -5.7% | +20.4% | +14.3% |
| 3Y | +116.4% | -24.8% | +141.2% | +126.7% |
| 5Y | +198.5% | -31.7% | +230.3% | +213.3% |
| All | +198.5% | -32.7% | +231.3% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling