+21.4%
U vs WMB
+14.7%
+6.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -1.2% |
| 7D | +24.4% | -6.9% | +31.3% | +20.9% |
| 30D | +7.4% | -7.2% | +14.5% | +4.6% |
| 3M | +16.8% | -5.4% | +22.2% | +15.2% |
| 6M | +78.8% | -4.9% | +83.6% | +79.9% |
| YTD | +14.0% | +14.7% | -0.7% | +33.7% |
| All | +21.4% | +14.7% | +6.7% | +43.2% |
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 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