+281.4%
WMB vs A
+302.9%
-21.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | +7.8% | -0.5% | +8.3% | +7.9% |
| 30D | -5.1% | 0.0% | -5.1% | -5.1% |
| 3M | -4.7% | +16.7% | -21.4% | -8.9% |
| 6M | -7.4% | +54.8% | -62.2% | -18.8% |
| YTD | +17.5% | +28.8% | -11.3% | +8.0% |
| 1Y | +19.5% | +19.3% | +0.2% | +12.4% |
| 3Y | +121.3% | +65.5% | +55.7% | +79.1% |
| 5Y | +200.5% | +12.1% | +188.5% | +175.9% |
| All | +281.4% | +302.9% | -21.5% | +109.0% |
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