+46.0%
F vs WMB
+121.9%
-75.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -3.1% | +7.8% | -10.9% | -4.2% |
| 30D | 0.0% | -5.1% | +5.1% | +0.6% |
| 3M | -13.2% | -4.7% | -8.5% | -13.0% |
| 6M | -10.2% | -7.4% | -2.8% | -9.6% |
| YTD | -4.9% | +17.5% | -22.4% | -10.6% |
| 1Y | -6.1% | +19.5% | -25.6% | -12.2% |
| 3Y | +46.0% | +121.3% | -75.3% | -9.5% |
| All | +46.0% | +121.9% | -75.9% | -9.5% |
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