+451.9%
WMB vs ACI
+21.8%
+430.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.3% | +5.5% | +2.6% |
| 7D | +0.8% | -2.6% | +3.4% | +1.0% |
| 30D | +7.7% | +1.1% | +6.6% | +7.5% |
| 3M | +6.7% | -23.6% | +30.4% | +9.3% |
| 6M | +3.6% | -29.9% | +33.6% | +7.1% |
| YTD | +28.0% | -26.9% | +54.9% | +31.4% |
| 1Y | +37.6% | -34.2% | +71.9% | +43.0% |
| 3Y | +149.0% | -43.6% | +192.7% | +162.6% |
| 5Y | +285.3% | -42.4% | +327.7% | +298.8% |
| All | +451.9% | +21.8% | +430.1% | +427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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