+102.7%
NOK vs WMB
+285.8%
-183.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +9.3% | 0.0% | +9.4% | +9.4% |
| 30D | +17.9% | +4.6% | +13.3% | +16.3% |
| 3M | -22.3% | +5.7% | -28.1% | -23.8% |
| 6M | +36.4% | +4.2% | +32.2% | +34.3% |
| YTD | +66.3% | +26.8% | +39.5% | +54.7% |
| 1Y | +134.4% | +34.7% | +99.7% | +112.7% |
| 3Y | +186.6% | +146.8% | +39.8% | +98.7% |
| 5Y | +102.7% | +285.0% | -182.3% | +29.1% |
| All | +102.7% | +285.8% | -183.1% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling