+188.0%
ON vs WMB
+521.4%
-333.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.7% | +5.5% | +8.2% |
| 7D | -1.4% | -6.7% | +5.2% | +0.5% |
| 30D | -10.9% | -8.6% | -2.3% | -8.7% |
| 3M | -14.9% | -4.9% | -9.9% | -13.7% |
| 6M | -33.0% | -6.3% | -26.7% | -32.0% |
| YTD | +27.6% | +13.0% | +14.6% | +23.2% |
| 1Y | +44.5% | +14.9% | +29.6% | +38.8% |
| 3Y | +7.4% | +113.4% | -106.0% | -12.7% |
| 5Y | +18.7% | +190.2% | -171.4% | -10.6% |
| 10Y | +516.0% | +259.9% | +256.1% | +334.9% |
| All | +188.0% | +521.4% | -333.5% | +116.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling