+35.8%
ARM vs WMB
+17.2%
+18.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +2.2% | +9.9% | +11.6% |
| 7D | +6.0% | +1.6% | +4.5% | +5.7% |
| 30D | -20.3% | -7.1% | -13.2% | -20.2% |
| 3M | -24.4% | -4.0% | -20.4% | -24.0% |
| 6M | -4.4% | -5.7% | +1.4% | -4.6% |
| YTD | +86.0% | +17.2% | +68.9% | +71.1% |
| 1Y | +35.8% | +17.2% | +18.6% | +25.2% |
| All | +35.8% | +17.2% | +18.6% | +25.2% |
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 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