+64.6%
NOK vs WMB
+204.0%
-139.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +1.5% |
| 7D | +2.2% | +1.6% | +0.6% | +1.8% |
| 30D | -14.7% | -7.1% | -7.7% | -12.5% |
| 3M | -10.6% | -4.0% | -6.6% | -9.2% |
| 6M | -39.4% | -5.7% | -33.6% | -38.2% |
| YTD | +30.4% | +17.2% | +13.3% | +24.5% |
| 1Y | +22.3% | +17.2% | +5.1% | +16.6% |
| 3Y | +157.6% | +121.1% | +36.6% | +83.0% |
| 5Y | +64.6% | +197.2% | -132.6% | +5.3% |
| All | +64.6% | +204.0% | -139.5% | +5.3% |
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 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