-26.9%
NU vs WMB
+18.2%
-45.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.7% | -4.1% |
| 7D | +0.8% | +8.1% | -7.3% | -0.3% |
| 30D | -24.1% | -6.9% | -17.2% | -23.4% |
| 3M | -12.8% | -5.1% | -7.7% | -12.5% |
| 6M | -10.9% | -5.7% | -5.1% | -10.8% |
| YTD | -29.3% | +18.1% | -47.4% | -36.6% |
| 1Y | -26.9% | +18.4% | -45.3% | -34.6% |
| All | -26.9% | +18.2% | -45.1% | -34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling