+120.7%
WMB vs AGI
+138.5%
-17.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +4.9% | +2.3% |
| 7D | +1.6% | 0.0% | +1.6% | +1.5% |
| 30D | -7.1% | -7.6% | +0.5% | -6.6% |
| 3M | -4.0% | -10.2% | +6.2% | -3.6% |
| 6M | -5.7% | -31.5% | +25.8% | -3.3% |
| YTD | +17.2% | -22.0% | +39.2% | +17.2% |
| 1Y | +17.2% | -7.9% | +25.1% | +14.3% |
| All | +120.7% | +138.5% | -17.8% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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