+28.0%
NU vs WMB
+212.7%
-184.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.5% | +12.3% | +12.0% |
| 7D | +9.9% | +7.8% | +2.1% | +6.5% |
| 30D | -11.5% | -5.1% | -6.4% | -10.0% |
| 3M | -5.1% | -4.7% | -0.4% | -3.8% |
| 6M | +3.1% | -7.4% | +10.5% | +5.1% |
| YTD | -21.0% | +17.5% | -38.5% | -28.7% |
| 1Y | -15.2% | +19.5% | -34.7% | -24.1% |
| 3Y | +56.4% | +121.3% | -64.8% | -2.1% |
| All | +28.0% | +212.7% | -184.7% | -42.2% |
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