+278.8%
WMB vs ACI
-42.9%
+321.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +3.3% | +5.9% | -2.6% | +2.6% |
| 3M | +3.1% | -19.8% | +22.9% | +5.3% |
| 6M | -0.7% | -24.7% | +24.0% | +2.1% |
| YTD | +25.2% | -24.4% | +49.6% | +28.4% |
| 1Y | +32.9% | -31.5% | +64.4% | +38.1% |
| 3Y | +140.6% | -38.7% | +179.2% | +152.7% |
| All | +278.8% | -42.9% | +321.7% | +300.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling