+5,065.4%
WMB vs WY
+600.5%
+4,465.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | +8.1% | -5.4% | +13.5% | +10.7% |
| 30D | -6.9% | +7.9% | -14.7% | -10.8% |
| 3M | -5.1% | -16.6% | +11.5% | +1.7% |
| 6M | -5.7% | -11.2% | +5.5% | -2.5% |
| YTD | +18.1% | -11.3% | +29.4% | +21.2% |
| 1Y | +18.4% | -5.5% | +24.0% | +17.7% |
| 3Y | +122.7% | -25.4% | +148.1% | +139.1% |
| 5Y | +202.0% | -32.4% | +234.4% | +232.4% |
| 10Y | +283.8% | +3.8% | +280.0% | +218.1% |
| All | +5,065.4% | +600.5% | +4,465.0% | +1,967.2% |
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