+183.7%
NOK vs WMB
+148.7%
+34.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.3% | +3.9% | +5.8% |
| 7D | +7.3% | +0.8% | +6.5% | +7.1% |
| 30D | +13.8% | +7.7% | +6.1% | +12.3% |
| 3M | -27.0% | +6.7% | -33.7% | -27.9% |
| 6M | +37.6% | +3.6% | +34.0% | +36.5% |
| YTD | +64.6% | +28.0% | +36.6% | +58.3% |
| 1Y | +132.0% | +37.6% | +94.4% | +118.9% |
| 3Y | +183.7% | +149.0% | +34.6% | +115.9% |
| All | +183.7% | +148.7% | +34.9% | +115.9% |
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