+14.5%
NU vs WMB
+214.2%
-199.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.7% | -4.3% |
| 7D | +0.8% | +8.1% | -7.3% | -2.4% |
| 30D | -24.1% | -6.9% | -17.2% | -22.1% |
| 3M | -12.8% | -5.1% | -7.7% | -11.4% |
| 6M | -10.9% | -5.7% | -5.1% | -9.9% |
| YTD | -29.3% | +18.1% | -47.4% | -36.3% |
| 1Y | -26.9% | +18.4% | -45.3% | -34.2% |
| 3Y | +38.8% | +122.7% | -83.9% | -13.4% |
| All | +14.5% | +214.2% | -199.7% | -48.4% |
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