+51.1%
NEM vs WMB
+22.7%
+28.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -6.4% | +16.3% | +9.4% |
| 7D | +3.7% | -8.6% | +12.3% | +3.2% |
| 30D | +2.0% | -4.2% | +6.1% | +1.4% |
| 3M | +21.1% | -4.4% | +25.5% | +20.0% |
| 6M | +9.5% | -8.7% | +18.2% | +8.6% |
| YTD | +19.1% | +15.4% | +3.7% | +11.7% |
| 1Y | +51.1% | +23.7% | +27.4% | +34.8% |
| All | +51.1% | +22.7% | +28.4% | +34.8% |
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