+1,250.5%
NOK vs WMB
+2,864.6%
-1,614.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +5.4% | +7.8% | -2.5% | +3.7% |
| 30D | -14.1% | -5.1% | -9.1% | -13.0% |
| 3M | -23.6% | -4.7% | -18.9% | -22.6% |
| 6M | -45.1% | -7.4% | -37.7% | -44.2% |
| YTD | +24.7% | +17.5% | +7.3% | +20.4% |
| 1Y | +19.0% | +19.5% | -0.4% | +14.3% |
| 3Y | +147.0% | +121.3% | +25.7% | +105.0% |
| 5Y | +58.2% | +200.5% | -142.4% | +22.3% |
| 10Y | +122.3% | +281.9% | -159.6% | +57.0% |
| All | +1,250.5% | +2,864.6% | -1,614.1% | +427.8% |
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