+62.9%
ON vs WMB
+275.1%
-212.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.9% |
| 3M | -43.6% | +3.1% | -46.7% | -44.7% |
| 6M | +19.0% | -0.7% | +19.7% | +18.3% |
| YTD | +37.4% | +25.2% | +12.2% | +21.5% |
| 1Y | +54.8% | +32.9% | +21.9% | +32.0% |
| 3Y | -25.2% | +140.6% | -165.7% | -56.0% |
| All | +62.9% | +275.1% | -212.2% | -21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling