+102.9%
WMT vs WMB
+146.4%
-43.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +3.9% | +0.6% | +3.4% | +3.8% |
| 30D | -4.4% | +3.3% | -7.7% | -5.0% |
| 3M | -8.8% | +3.1% | -11.9% | -9.4% |
| 6M | -15.6% | -0.7% | -14.9% | -15.6% |
| YTD | -3.2% | +25.2% | -28.4% | -7.4% |
| 1Y | +7.0% | +32.9% | -25.8% | +0.9% |
| All | +102.9% | +146.4% | -43.5% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 3y: compounded portfolio wealth divided by compounded WMB 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…
3y analysis · Full analysis span regression · 6 months rolling