+10.3%
ARM vs WMB
+14.8%
-4.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | -15.2% | -13.8% | -1.4% | -14.2% |
| 30D | -40.7% | -10.3% | -30.4% | -39.6% |
| 3M | -39.1% | -10.1% | -29.0% | -37.8% |
| 6M | -26.4% | -11.8% | -14.6% | -25.7% |
| YTD | +59.7% | +8.9% | +50.8% | +51.1% |
| 1Y | +10.3% | +14.0% | -3.6% | +3.0% |
| All | +10.3% | +14.8% | -4.5% | +3.0% |
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