+8,919.3%
WMT vs WMB
+5,663.2%
+3,256.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -1.2% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | -5.0% | +7.7% | -12.7% | -5.6% |
| 3M | -11.3% | +6.7% | -18.0% | -11.8% |
| 6M | -13.8% | +3.6% | -17.4% | -14.1% |
| YTD | -4.2% | +28.0% | -32.2% | -6.3% |
| 1Y | +4.6% | +37.6% | -33.1% | +1.6% |
| 3Y | +100.5% | +149.0% | -48.5% | +85.0% |
| 5Y | +129.7% | +285.3% | -155.6% | +103.9% |
| 10Y | +423.4% | +302.1% | +121.4% | +353.1% |
| All | +8,919.3% | +5,663.2% | +3,256.1% | +3,747.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling