-7.4%
T vs WMB
+17.2%
-24.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.4% |
| 7D | +2.0% | +1.6% | +0.4% | +1.9% |
| 30D | -1.0% | -7.1% | +6.1% | -0.5% |
| 3M | -8.1% | -4.0% | -4.1% | -8.4% |
| 6M | -8.3% | -5.7% | -2.5% | -8.1% |
| YTD | -6.1% | +17.2% | -23.3% | -9.4% |
| 1Y | -7.4% | +17.2% | -24.6% | -10.9% |
| All | -7.4% | +17.2% | -24.6% | -10.9% |
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