+257.6%
ALAB vs WMB
+99.8%
+157.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.2% |
| 7D | +16.3% | +7.8% | +8.5% | +10.2% |
| 30D | -26.1% | -5.1% | -21.0% | -22.6% |
| 3M | -31.3% | -4.7% | -26.6% | -28.4% |
| 6M | -1.0% | -7.4% | +6.4% | +3.9% |
| YTD | +33.3% | +17.5% | +15.9% | +14.4% |
| 1Y | +53.5% | +19.5% | +34.1% | +30.1% |
| All | +257.6% | +99.8% | +157.8% | +194.2% |
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 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