+14.7%
WMB vs AG
+24.7%
-10.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +1.5% |
| 7D | -6.9% | +6.0% | -12.9% | -6.8% |
| 30D | -7.2% | -13.5% | +6.4% | -7.2% |
| 3M | -5.4% | -20.7% | +15.3% | -5.4% |
| 6M | -4.9% | -31.5% | +26.7% | -4.8% |
| YTD | +14.7% | -10.1% | +24.8% | +16.4% |
| 1Y | +14.7% | +26.0% | -11.3% | +15.8% |
| All | +14.7% | +24.7% | -10.0% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling