+129.7%
WMT vs WMB
+282.7%
-153.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -1.4% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | -5.0% | +7.7% | -12.7% | -6.3% |
| 3M | -11.3% | +6.7% | -18.0% | -12.5% |
| 6M | -13.8% | +3.6% | -17.4% | -14.5% |
| YTD | -4.2% | +28.0% | -32.2% | -8.8% |
| 1Y | +4.6% | +37.6% | -33.1% | -2.1% |
| 3Y | +100.5% | +149.0% | -48.5% | +66.1% |
| 5Y | +129.7% | +285.3% | -155.6% | +87.5% |
| All | +129.7% | +282.7% | -153.0% | +87.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling