+295.9%
APP vs WMB
+191.1%
+104.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.7% | +1.1% | +3.1% |
| 7D | +79.2% | -6.7% | +85.8% | +83.4% |
| 30D | +48.0% | -8.6% | +56.6% | +52.3% |
| 3M | +18.2% | -4.9% | +23.1% | +17.8% |
| 6M | -12.5% | -6.3% | -6.2% | -14.0% |
| YTD | -39.2% | +13.0% | -52.1% | -48.6% |
| 1Y | -33.9% | +14.9% | -48.8% | -44.9% |
| 3Y | +933.3% | +113.4% | +819.9% | +488.0% |
| 5Y | +295.9% | +190.2% | +105.7% | +99.3% |
| All | +295.9% | +191.1% | +104.8% | +99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling