+37.0%
TRV vs WMB
+30.1%
+7.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.5% |
| 7D | -1.5% | -1.7% | +0.2% | -1.5% |
| 30D | -1.8% | +0.7% | -2.5% | -1.8% |
| 3M | +21.6% | +1.5% | +20.1% | +21.3% |
| 6M | +22.5% | +0.1% | +22.4% | +22.3% |
| YTD | +28.1% | +22.9% | +5.2% | +28.4% |
| 1Y | +37.0% | +27.9% | +9.2% | +35.1% |
| All | +37.0% | +30.1% | +7.0% | +35.1% |
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