+121.3%
WMB vs ACI
-31.5%
+152.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +7.8% | +2.3% | +5.6% | +7.8% |
| 30D | -5.1% | +1.2% | -6.3% | -5.2% |
| 3M | -4.7% | +6.8% | -11.5% | -5.0% |
| 6M | -7.4% | -18.7% | +11.3% | -6.3% |
| YTD | +17.5% | -20.2% | +37.7% | +18.9% |
| 1Y | +19.5% | -23.7% | +43.2% | +21.4% |
| 3Y | +121.3% | -31.6% | +152.9% | +121.0% |
| All | +121.3% | -31.5% | +152.8% | +121.0% |
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 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