+4,918.1%
WMB vs WY
+606.3%
+4,311.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.6% |
| 7D | -6.9% | +0.2% | -7.1% | -7.3% |
| 30D | -7.2% | +8.0% | -15.2% | -11.1% |
| 3M | -5.4% | -17.7% | +12.2% | +2.0% |
| 6M | -4.9% | -10.8% | +5.9% | -1.8% |
| YTD | +14.7% | -10.6% | +25.3% | +17.3% |
| 1Y | +14.7% | -5.7% | +20.4% | +14.2% |
| 3Y | +116.4% | -24.8% | +141.2% | +131.5% |
| 5Y | +198.5% | -31.7% | +230.3% | +227.1% |
| 10Y | +266.3% | +2.9% | +263.3% | +204.8% |
| All | +4,918.1% | +606.3% | +4,311.9% | +1,900.9% |
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