-25.9%
UPS vs WMB
+148.7%
-174.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.0% | -1.9% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -2.3% | +7.7% | -10.0% | -2.8% |
| 3M | -5.2% | +6.7% | -11.9% | -5.6% |
| 6M | +1.4% | +3.6% | -2.2% | +1.1% |
| YTD | +6.1% | +28.0% | -21.9% | +4.3% |
| 1Y | +27.0% | +37.6% | -10.6% | +23.7% |
| 3Y | -25.9% | +149.0% | -175.0% | -41.2% |
| All | -25.9% | +148.7% | -174.7% | -41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling