+64.4%
LIN vs WMB
+191.1%
-126.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.2% |
| 7D | +0.1% | -6.7% | +6.8% | +1.5% |
| 30D | +7.6% | -8.6% | +16.1% | +9.4% |
| 3M | +6.5% | -4.9% | +11.5% | +7.1% |
| 6M | +6.2% | -6.3% | +12.5% | +6.9% |
| YTD | +23.2% | +13.0% | +10.3% | +17.7% |
| 1Y | +25.4% | +14.9% | +10.5% | +19.1% |
| 3Y | +38.3% | +113.4% | -75.1% | +4.6% |
| 5Y | +64.4% | +190.2% | -125.7% | +17.8% |
| All | +64.4% | +191.1% | -126.6% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling