+448.7%
FIX vs WMB
+97.7%
+351.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.6% |
| 7D | -17.5% | -13.8% | -3.6% | -7.1% |
| 30D | -41.6% | -10.3% | -31.2% | -36.1% |
| 3M | -40.6% | -10.1% | -30.5% | -35.3% |
| 6M | -49.4% | -11.8% | -37.5% | -44.7% |
| YTD | +9.2% | +8.9% | +0.2% | +1.0% |
| 1Y | +6.5% | +14.0% | -7.5% | -5.1% |
| 3Y | +448.7% | +100.5% | +348.2% | +271.0% |
| All | +448.7% | +97.7% | +351.0% | +271.0% |
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 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