+103.3%
NU vs WMB
+145.3%
-42.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | +8.2% | +4.6% | +3.6% | +6.6% |
| 3M | +26.3% | +5.7% | +20.5% | +23.3% |
| 6M | +2.2% | +4.2% | -1.9% | -0.2% |
| YTD | -10.4% | +26.8% | -37.2% | -19.6% |
| 1Y | -3.0% | +34.7% | -37.7% | -15.7% |
| All | +103.3% | +145.3% | -42.1% | +29.8% |
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