+5,376.0%
WMB vs WY
+688.1%
+4,687.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +0.6% | -1.7% | +2.3% | +1.4% |
| 30D | +3.3% | -10.1% | +13.4% | +8.1% |
| 3M | +3.1% | -5.1% | +8.3% | +4.8% |
| 6M | -0.7% | -4.8% | +4.1% | +0.3% |
| YTD | +25.2% | -0.2% | +25.4% | +23.1% |
| 1Y | +32.9% | -6.6% | +39.5% | +33.9% |
| 3Y | +140.6% | -22.7% | +163.3% | +157.0% |
| 5Y | +273.5% | -22.2% | +295.7% | +288.7% |
| 10Y | +334.2% | +7.3% | +326.9% | +258.1% |
| All | +5,376.0% | +688.1% | +4,687.9% | +2,000.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling