+283.3%
WMB vs ACWI
+225.4%
+57.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.3% |
| 7D | +8.1% | +2.7% | +5.4% | +5.6% |
| 30D | -6.9% | -2.6% | -4.3% | -4.7% |
| 3M | -5.1% | -3.2% | -1.9% | -2.5% |
| 6M | -5.7% | +1.9% | -7.6% | -8.1% |
| YTD | +18.1% | +11.3% | +6.7% | +5.2% |
| 1Y | +18.4% | +11.7% | +6.7% | +5.2% |
| 3Y | +122.7% | +74.4% | +48.3% | +26.2% |
| 5Y | +202.0% | +59.5% | +142.6% | +85.6% |
| All | +283.3% | +225.4% | +57.9% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling