-6.0%
U vs WMB
+36.5%
-42.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.4% | +3.6% |
| 7D | +4.5% | +0.8% | +3.7% | +4.8% |
| 30D | -0.6% | +7.7% | -8.3% | +3.2% |
| 3M | +48.4% | +6.7% | +41.7% | +54.1% |
| 6M | +115.4% | +3.6% | +111.7% | +121.7% |
| YTD | -3.2% | +28.0% | -31.2% | +4.5% |
| 1Y | -6.0% | +37.6% | -43.7% | +2.7% |
| All | -6.0% | +36.5% | -42.6% | +2.7% |
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