+293.8%
TRV vs WMB
+304.7%
-10.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.5% |
| 7D | -1.5% | -1.7% | +0.2% | -1.0% |
| 30D | -1.8% | +0.7% | -2.5% | -2.2% |
| 3M | +21.6% | +1.5% | +20.1% | +20.4% |
| 6M | +22.5% | +0.1% | +22.4% | +21.6% |
| YTD | +28.1% | +22.9% | +5.2% | +18.6% |
| 1Y | +37.0% | +27.9% | +9.2% | +24.7% |
| 3Y | +141.9% | +139.1% | +2.7% | +74.8% |
| 5Y | +158.5% | +270.9% | -112.4% | +57.3% |
| All | +293.8% | +304.7% | -10.9% | +103.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling