+1,980.5%
NOW vs WMB
+376.4%
+1,604.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.3% | -0.6% | -4.8% |
| 7D | -6.7% | -14.2% | +7.5% | -3.5% |
| 30D | -25.8% | -11.2% | -14.6% | -24.1% |
| 3M | -12.7% | -9.9% | -2.8% | -11.2% |
| 6M | +11.2% | -14.4% | +25.6% | +13.8% |
| YTD | -33.2% | +9.2% | -42.4% | -35.8% |
| 1Y | -41.8% | +15.1% | -56.9% | -44.9% |
| 3Y | -15.7% | +99.2% | -114.9% | -30.2% |
| 5Y | -26.0% | +180.2% | -206.3% | -43.5% |
| 10Y | +515.1% | +273.7% | +241.3% | +318.3% |
| All | +1,980.5% | +376.4% | +1,604.1% | +1,125.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling