+227.0%
UPS vs WMB
+666.1%
-439.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.9% | +0.6% | -3.5% | -3.0% |
| 30D | -3.5% | +3.3% | -6.8% | -3.9% |
| 3M | -5.7% | +3.1% | -8.8% | -6.1% |
| 6M | -4.4% | -0.7% | -3.7% | -4.5% |
| YTD | +8.0% | +25.2% | -17.1% | +5.1% |
| 1Y | +29.0% | +32.9% | -3.8% | +24.5% |
| 3Y | -27.7% | +140.6% | -168.3% | -35.2% |
| 5Y | -34.3% | +273.5% | -307.8% | -44.0% |
| 10Y | +37.8% | +334.2% | -296.4% | +13.1% |
| All | +227.0% | +666.1% | -439.1% | +114.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling