-17.1%
NOW vs WMB
+110.9%
-128.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.7% |
| 7D | -3.1% | -6.7% | +3.6% | -2.9% |
| 30D | -27.0% | -8.6% | -18.5% | -27.0% |
| 3M | -17.7% | -4.9% | -12.8% | -18.0% |
| 6M | +12.7% | -6.3% | +19.0% | +11.6% |
| YTD | -32.9% | +13.0% | -45.9% | -37.6% |
| 1Y | -40.4% | +14.9% | -55.3% | -44.9% |
| 3Y | -17.1% | +113.4% | -130.5% | -23.1% |
| All | -17.1% | +110.9% | -128.0% | -23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling