+17.1%
ALAB vs WMB
+14.8%
+2.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.5% | +6.4% |
| 7D | -26.3% | -13.8% | -12.5% | -19.7% |
| 30D | -50.1% | -10.3% | -39.8% | -46.2% |
| 3M | -42.5% | -10.1% | -32.4% | -38.1% |
| 6M | -10.8% | -11.8% | +1.0% | -5.9% |
| YTD | +14.6% | +8.9% | +5.7% | +3.5% |
| 1Y | +17.1% | +14.0% | +3.2% | -2.2% |
| All | +17.1% | +14.8% | +2.3% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling