+27.3%
LIN vs WMB
+22.7%
+4.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.4% | +8.9% | +2.6% |
| 7D | +3.3% | -8.6% | +11.9% | +3.4% |
| 30D | +8.8% | -4.2% | +12.9% | +8.6% |
| 3M | +8.6% | -4.4% | +13.0% | +8.5% |
| 6M | +7.0% | -8.7% | +15.7% | +7.1% |
| YTD | +24.3% | +15.4% | +8.9% | +24.2% |
| 1Y | +27.3% | +23.7% | +3.5% | +25.8% |
| All | +27.3% | +22.7% | +4.6% | +25.8% |
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