+3,759.0%
FIX vs WMB
+278.0%
+3,481.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.2% | +2.9% | +3.9% |
| 7D | +6.4% | +1.6% | +4.9% | +6.0% |
| 30D | -29.1% | -7.1% | -22.0% | -25.8% |
| 3M | -31.1% | -4.0% | -27.2% | -29.3% |
| 6M | -42.8% | -5.7% | -37.1% | -41.0% |
| YTD | +24.6% | +17.2% | +7.5% | +15.0% |
| 1Y | +21.9% | +17.2% | +4.8% | +12.5% |
| 3Y | +524.9% | +121.1% | +403.9% | +330.3% |
| 5Y | +1,092.2% | +197.2% | +895.0% | +604.9% |
| 10Y | +3,759.0% | +280.9% | +3,478.1% | +1,774.9% |
| All | +3,759.0% | +278.0% | +3,481.0% | +1,774.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling