-73.3%
U vs WMB
+200.5%
-273.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.4% |
| 7D | +2.6% | +7.8% | -5.3% | -0.3% |
| 30D | +27.6% | -5.1% | +32.7% | +29.0% |
| 3M | +15.3% | -4.7% | +20.1% | +16.3% |
| 6M | +96.4% | -7.4% | +103.8% | +98.9% |
| YTD | +19.6% | +17.5% | +2.1% | +3.4% |
| 1Y | +42.1% | +19.5% | +22.6% | +21.0% |
| 3Y | +87.5% | +121.3% | -33.7% | +1.8% |
| All | -73.3% | +200.5% | -273.8% | -86.9% |
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