+6,477.2%
TRV vs WMB
+5,535.5%
+941.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.4% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | -3.4% | +3.3% | -6.7% | -4.0% |
| 3M | +26.4% | +3.1% | +23.3% | +25.5% |
| 6M | +19.3% | -0.7% | +20.0% | +19.1% |
| YTD | +28.3% | +25.2% | +3.2% | +23.2% |
| 1Y | +34.3% | +32.9% | +1.4% | +27.5% |
| 3Y | +140.1% | +140.6% | -0.4% | +105.8% |
| 5Y | +155.7% | +273.5% | -117.7% | +103.1% |
| 10Y | +285.5% | +334.2% | -48.7% | +191.3% |
| All | +6,477.2% | +5,535.5% | +941.7% | +2,442.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling