+14.5%
FIX vs WMB
+14.6%
-0.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.7% | +5.7% | +6.7% |
| 7D | -7.2% | -6.7% | -0.6% | -2.0% |
| 30D | -35.1% | -8.6% | -26.6% | -30.6% |
| 3M | -34.3% | -4.9% | -29.3% | -31.1% |
| 6M | -42.9% | -6.3% | -36.6% | -40.9% |
| YTD | +19.5% | +13.0% | +6.5% | +12.4% |
| All | +14.5% | +14.6% | -0.1% | +7.9% |
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 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