+30.0%
LIN vs WMB
+140.5%
-110.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | +0.6% | -2.7% | -2.2% |
| 30D | -2.4% | +3.3% | -5.7% | -2.9% |
| 3M | -5.6% | +3.1% | -8.7% | -6.1% |
| 6M | -3.4% | -0.7% | -2.7% | -3.4% |
| YTD | +13.1% | +25.2% | -12.1% | +8.8% |
| 1Y | +2.5% | +32.9% | -30.4% | -2.7% |
| All | +30.0% | +140.5% | -110.4% | +11.3% |
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