+37.8%
ALAB vs WMB
+17.2%
+20.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.2% | +4.6% | +5.4% |
| 7D | +3.4% | +1.6% | +1.9% | +2.9% |
| 30D | -28.8% | -7.1% | -21.7% | -25.9% |
| 3M | -26.0% | -4.0% | -22.0% | -23.8% |
| 6M | +11.4% | -5.7% | +17.1% | +12.4% |
| YTD | +38.8% | +17.2% | +21.6% | +20.8% |
| 1Y | +37.8% | +17.2% | +20.6% | +21.3% |
| All | +37.8% | +17.2% | +20.6% | +21.3% |
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