+302.1%
WMB vs A
+237.5%
+64.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +4.9% | +3.0% |
| 7D | +0.8% | -2.1% | +2.9% | +1.3% |
| 30D | +7.7% | +0.6% | +7.1% | +7.3% |
| 3M | +6.7% | +10.9% | -4.2% | +3.3% |
| 6M | +3.6% | +28.2% | -24.5% | -4.6% |
| YTD | +28.0% | +8.6% | +19.4% | +23.4% |
| 1Y | +37.6% | +15.5% | +22.1% | +29.3% |
| 3Y | +149.0% | +31.8% | +117.2% | +115.2% |
| 5Y | +285.3% | -14.9% | +300.2% | +288.1% |
| 10Y | +302.1% | +237.8% | +64.3% | +114.4% |
| All | +302.1% | +237.5% | +64.6% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded A 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling