+561.8%
ON vs WMB
+309.4%
+252.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.3% | -6.7% | -5.8% |
| 7D | -2.2% | +0.8% | -3.0% | -2.7% |
| 30D | -12.4% | +7.7% | -20.1% | -16.6% |
| 3M | -41.2% | +6.7% | -47.9% | -44.0% |
| 6M | +25.0% | +3.6% | +21.4% | +20.6% |
| YTD | +31.3% | +28.0% | +3.3% | +10.8% |
| 1Y | +45.4% | +37.6% | +7.8% | +16.6% |
| 3Y | -27.4% | +149.0% | -176.4% | -61.7% |
| 5Y | +58.5% | +285.3% | -226.8% | -38.5% |
| 10Y | +561.8% | +302.1% | +259.8% | +105.2% |
| All | +561.8% | +309.4% | +252.4% | +105.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling