+3,078.7%
WMB vs AGI
+5,459.2%
-2,380.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.3% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | +3.3% | +18.2% | -15.0% | +1.4% |
| 3M | +3.1% | -4.1% | +7.3% | +3.0% |
| 6M | -0.7% | -28.7% | +28.0% | +1.7% |
| YTD | +25.2% | -4.0% | +29.1% | +23.8% |
| 1Y | +32.9% | +17.4% | +15.4% | +28.4% |
| 3Y | +140.6% | +203.0% | -62.5% | +109.0% |
| 5Y | +273.5% | +376.7% | -103.2% | +206.6% |
| 10Y | +334.2% | +407.5% | -73.3% | +230.6% |
| All | +3,078.7% | +5,459.2% | -2,380.5% | +1,608.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling