+11,518.3%
LIN vs WMB
+5,774.0%
+5,744.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.7% | +0.2% |
| 7D | +3.6% | -14.2% | +17.8% | +6.0% |
| 30D | +6.4% | -11.2% | +17.6% | +8.2% |
| 3M | +6.5% | -9.9% | +16.4% | +8.0% |
| 6M | +4.9% | -14.4% | +19.2% | +7.1% |
| YTD | +23.4% | +9.2% | +14.2% | +21.0% |
| 1Y | +26.3% | +15.1% | +11.3% | +22.7% |
| 3Y | +38.0% | +99.2% | -61.2% | +21.7% |
| 5Y | +68.0% | +180.2% | -112.3% | +39.8% |
| 10Y | +437.1% | +273.7% | +163.4% | +314.8% |
| All | +11,518.3% | +5,774.0% | +5,744.3% | +5,117.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling