+30.6%
UPS vs WMB
+22.7%
+8.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.4% | +11.1% | +4.2% |
| 7D | +8.2% | -8.6% | +16.9% | +7.7% |
| 30D | +22.7% | -4.2% | +26.9% | +22.2% |
| 3M | +6.4% | -4.4% | +10.9% | +5.9% |
| 6M | +22.6% | -8.7% | +31.3% | +21.9% |
| YTD | +20.7% | +15.4% | +5.3% | +25.5% |
| 1Y | +30.6% | +23.7% | +6.9% | +31.7% |
| All | +30.6% | +22.7% | +8.0% | +31.7% |
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