-38.7%
NOW vs WMB
+22.7%
-61.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.0% | -3.8% |
| 7D | -27.5% | -8.6% | -18.9% | -30.9% |
| 30D | -20.0% | -4.2% | -15.9% | -21.4% |
| 3M | -7.9% | -4.4% | -3.5% | -9.3% |
| 6M | +18.3% | -8.7% | +27.0% | +15.6% |
| YTD | -29.0% | +15.4% | -44.3% | -28.4% |
| 1Y | -38.7% | +23.7% | -62.4% | -39.9% |
| All | -38.7% | +22.7% | -61.4% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling