+23.7%
WMB vs ZYBT
-42.3%
+66.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.6% | -6.4% |
| 7D | -8.6% | -3.5% | -5.1% | -8.6% |
| 30D | -4.2% | +15.1% | -19.3% | -4.2% |
| 3M | -4.4% | +7.0% | -11.4% | -4.5% |
| 6M | -8.7% | +37.7% | -46.4% | -9.3% |
| YTD | +15.4% | +19.1% | -3.8% | +14.7% |
| 1Y | +23.7% | -38.3% | +62.0% | +24.1% |
| All | +23.7% | -42.3% | +66.1% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling