+90.5%
APH vs WMB
+140.5%
-50.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.2% | -46.6% | -47.3% |
| 7D | -48.7% | -0.1% | -48.7% | -48.5% |
| 30D | -51.9% | +3.3% | -55.2% | -52.4% |
| 3M | -43.6% | +3.1% | -46.7% | -44.2% |
| 6M | -37.5% | -0.7% | -36.8% | -37.6% |
| YTD | -38.6% | +25.2% | -63.8% | -45.2% |
| 1Y | -26.3% | +32.9% | -59.2% | -36.8% |
| All | +90.5% | +140.5% | -50.0% | +33.7% |
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