+293.2%
WMB vs A
+246.7%
+46.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +0.6% | -1.9% | +2.5% | +1.1% |
| 30D | +3.3% | +6.9% | -3.7% | +1.2% |
| 3M | +3.1% | +9.2% | -6.1% | +0.3% |
| 6M | -0.7% | +25.7% | -26.4% | -8.0% |
| YTD | +25.2% | +11.5% | +13.6% | +19.8% |
| 1Y | +32.9% | +18.4% | +14.5% | +24.1% |
| 3Y | +140.6% | +26.6% | +114.0% | +111.8% |
| 5Y | +273.5% | -12.8% | +286.3% | +274.0% |
| All | +293.2% | +246.7% | +46.5% | +108.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling