+154.5%
TRV vs WMB
+285.8%
-131.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -2.3% | +4.6% | -6.9% | -3.4% |
| 3M | +22.7% | +5.7% | +16.9% | +20.6% |
| 6M | +21.9% | +4.2% | +17.8% | +20.1% |
| YTD | +27.5% | +26.8% | +0.6% | +19.1% |
| 1Y | +36.2% | +34.7% | +1.6% | +24.7% |
| 3Y | +140.6% | +146.8% | -6.2% | +81.5% |
| 5Y | +154.5% | +285.0% | -130.5% | +62.5% |
| All | +154.5% | +285.8% | -131.3% | +62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling