-24.5%
ON vs WMB
+146.4%
-170.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +2.4% | +0.6% | +1.9% | +2.2% |
| 30D | -3.3% | +3.3% | -6.5% | -4.4% |
| 3M | -43.6% | +3.1% | -46.7% | -44.3% |
| 6M | +19.0% | -0.7% | +19.7% | +18.4% |
| YTD | +37.4% | +25.2% | +12.2% | +25.7% |
| 1Y | +54.8% | +32.9% | +21.9% | +37.9% |
| All | -24.5% | +146.4% | -170.9% | -45.8% |
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