+190.2%
WMB vs ACWI
+58.8%
+131.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +2.2% |
| 7D | -6.7% | +0.3% | -7.0% | -6.8% |
| 30D | -8.6% | -2.8% | -5.7% | -7.0% |
| 3M | -4.9% | -3.2% | -1.8% | -3.2% |
| 6M | -6.3% | +1.3% | -7.6% | -7.4% |
| YTD | +13.0% | +11.2% | +1.8% | +4.7% |
| 1Y | +14.9% | +13.8% | +1.2% | +4.9% |
| 3Y | +113.4% | +76.2% | +37.2% | +44.4% |
| 5Y | +190.2% | +59.5% | +130.7% | +103.4% |
| All | +190.2% | +58.8% | +131.3% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling