-8.0%
T vs WMB
+14.6%
-22.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.7% |
| 7D | +1.7% | -6.7% | +8.3% | +1.8% |
| 30D | -1.7% | -8.6% | +6.8% | -1.4% |
| 3M | -7.3% | -4.9% | -2.4% | -8.0% |
| 6M | -11.2% | -6.3% | -4.9% | -11.7% |
| YTD | -8.1% | +13.0% | -21.0% | -11.1% |
| All | -8.0% | +14.6% | -22.6% | -11.3% |
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 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