+43.4%
ON vs WMB
+16.3%
+27.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.1% |
| 7D | -4.1% | -6.9% | +2.8% | -2.1% |
| 30D | -10.2% | -7.2% | -3.0% | -8.1% |
| 3M | -12.7% | -5.4% | -7.3% | -11.1% |
| 6M | -32.5% | -4.9% | -27.7% | -32.2% |
| YTD | +28.6% | +14.7% | +13.9% | +23.5% |
| 1Y | +43.4% | +14.7% | +28.7% | +38.0% |
| All | +43.4% | +16.3% | +27.1% | +38.0% |
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