+100.5%
WMB vs ACI
-35.7%
+136.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | -13.8% | -2.2% | -11.6% | -13.8% |
| 30D | -10.3% | +10.3% | -20.6% | -10.7% |
| 3M | -10.1% | +7.2% | -17.2% | -10.4% |
| 6M | -11.8% | -18.0% | +6.2% | -10.9% |
| YTD | +8.9% | -22.0% | +30.9% | +10.3% |
| 1Y | +14.0% | -23.4% | +37.3% | +15.6% |
| 3Y | +100.5% | -35.8% | +136.4% | +106.7% |
| All | +100.5% | -35.7% | +136.2% | +106.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling