-4.4%
ON vs WMB
+97.7%
-102.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.6% |
| 7D | -11.7% | -13.8% | +2.1% | -7.0% |
| 30D | -23.3% | -10.3% | -12.9% | -20.3% |
| 3M | -19.2% | -10.1% | -9.1% | -16.2% |
| 6M | -40.1% | -11.8% | -28.3% | -37.8% |
| YTD | +16.9% | +8.9% | +8.0% | +12.5% |
| 1Y | +29.7% | +14.0% | +15.8% | +22.7% |
| 3Y | -4.4% | +100.5% | -104.9% | -20.7% |
| All | -4.4% | +97.7% | -102.1% | -20.7% |
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