+6.8%
NOW vs WMB
+275.1%
-268.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | +0.6% | -3.0% | -2.5% |
| 30D | +20.5% | +3.3% | +17.2% | +19.3% |
| 3M | +18.3% | +3.1% | +15.2% | +16.5% |
| 6M | +24.1% | -0.7% | +24.8% | +23.0% |
| YTD | -7.8% | +25.2% | -32.9% | -16.5% |
| 1Y | -21.4% | +32.9% | -54.3% | -30.8% |
| 3Y | +19.5% | +140.6% | -121.0% | -17.2% |
| All | +6.8% | +275.1% | -268.3% | -28.3% |
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 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