+504.4%
NOW vs WMB
+284.4%
+220.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | -1.7% | +8.1% | -9.7% | -3.5% |
| 30D | -27.4% | -6.9% | -20.5% | -26.4% |
| 3M | -19.4% | -5.1% | -14.3% | -19.0% |
| 6M | +13.1% | -5.7% | +18.8% | +13.2% |
| YTD | -34.3% | +18.1% | -52.4% | -38.7% |
| 1Y | -41.8% | +18.4% | -60.2% | -45.8% |
| 3Y | -20.7% | +122.7% | -143.4% | -38.9% |
| 5Y | -27.2% | +202.0% | -229.2% | -48.4% |
| All | +504.4% | +284.4% | +220.0% | +289.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling