-26.4%
NOW vs WMB
+178.0%
-204.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -3.0% | -13.8% | +10.8% | +0.1% |
| 30D | -26.0% | -10.3% | -15.7% | -24.6% |
| 3M | -13.1% | -10.1% | -3.1% | -11.8% |
| 6M | +14.5% | -11.8% | +26.4% | +15.9% |
| YTD | -33.4% | +8.9% | -42.4% | -38.5% |
| 1Y | -40.6% | +14.0% | -54.6% | -46.2% |
| 3Y | -16.3% | +100.5% | -116.8% | -41.0% |
| All | -26.4% | +178.0% | -204.3% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling