+1,449.6%
NET vs WMB
+335.0%
+1,114.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -7.0% | +0.6% | -7.5% | -7.1% |
| 30D | -4.8% | +3.3% | -8.1% | -5.6% |
| 3M | +3.8% | +3.1% | +0.7% | +2.8% |
| 6M | +50.0% | -0.7% | +50.8% | +49.6% |
| YTD | +41.5% | +25.2% | +16.3% | +33.0% |
| 1Y | +32.8% | +32.9% | 0.0% | +22.7% |
| 3Y | +335.9% | +140.6% | +195.3% | +256.0% |
| 5Y | +113.8% | +273.5% | -159.6% | +66.9% |
| All | +1,449.6% | +335.0% | +1,114.5% | +1,257.3% |
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