+521.8%
NOW vs WMB
+278.0%
+243.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.0% | +2.6% |
| 7D | -5.6% | +1.6% | -7.1% | -5.9% |
| 30D | -26.8% | -7.1% | -19.7% | -25.7% |
| 3M | -19.4% | -4.0% | -15.4% | -19.2% |
| 6M | +12.3% | -5.7% | +18.0% | +12.4% |
| YTD | -32.9% | +17.2% | -50.1% | -37.4% |
| 1Y | -40.3% | +17.2% | -57.5% | -44.3% |
| 3Y | -19.1% | +121.1% | -140.1% | -37.5% |
| 5Y | -24.4% | +197.2% | -221.5% | -46.2% |
| 10Y | +521.8% | +280.9% | +240.9% | +301.1% |
| All | +521.8% | +278.0% | +243.8% | +301.1% |
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 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