-55.4%
APP vs WMB
+22.7%
-78.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -6.4% | +17.0% | +8.3% |
| 7D | +4.5% | -8.6% | +13.2% | +1.5% |
| 30D | -3.6% | -4.2% | +0.5% | -4.7% |
| 3M | -35.3% | -4.4% | -30.8% | -35.9% |
| 6M | -42.8% | -8.7% | -34.1% | -44.1% |
| YTD | -59.7% | +15.4% | -75.0% | -62.6% |
| 1Y | -55.4% | +23.7% | -79.1% | -60.7% |
| All | -55.4% | +22.7% | -78.0% | -60.7% |
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 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