+327.1%
NET vs WMB
+140.5%
+186.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -7.0% | +0.6% | -7.5% | -7.2% |
| 30D | -4.8% | +3.3% | -8.1% | -6.0% |
| 3M | +3.8% | +3.1% | +0.7% | +2.3% |
| 6M | +50.0% | -0.7% | +50.8% | +49.5% |
| YTD | +41.5% | +25.2% | +16.3% | +26.7% |
| 1Y | +32.8% | +32.9% | 0.0% | +14.6% |
| All | +327.1% | +140.5% | +186.6% | +201.6% |
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