+37.6%
WMB vs A
+16.1%
+21.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +4.9% | +2.1% |
| 7D | +0.8% | -2.1% | +2.9% | +0.7% |
| 30D | +7.7% | +0.6% | +7.1% | +7.7% |
| 3M | +6.7% | +10.9% | -4.2% | +7.3% |
| 6M | +3.6% | +28.2% | -24.5% | +5.7% |
| YTD | +28.0% | +8.6% | +19.4% | +27.5% |
| 1Y | +37.6% | +15.5% | +22.1% | +38.8% |
| All | +37.6% | +16.1% | +21.5% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling