+18.4%
U vs WMB
+22.7%
-4.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.4% | +11.3% | +2.3% |
| 7D | +7.5% | -8.6% | +16.1% | +3.8% |
| 30D | -7.0% | -4.2% | -2.9% | -8.1% |
| 3M | +20.6% | -4.4% | +25.0% | +19.5% |
| 6M | +53.2% | -8.7% | +61.9% | +49.4% |
| YTD | -3.9% | +15.4% | -19.2% | +3.0% |
| 1Y | +18.4% | +23.7% | -5.4% | +17.4% |
| All | +18.4% | +22.7% | -4.3% | +17.4% |
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