+2,883.3%
WMB vs AGI
+4,206.7%
-1,323.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +7.8% | -10.1% | +17.9% | +8.9% |
| 30D | -5.1% | -6.5% | +1.4% | -4.8% |
| 3M | -4.7% | -12.8% | +8.1% | -3.9% |
| 6M | -7.4% | -34.3% | +26.9% | -4.5% |
| YTD | +17.5% | -25.6% | +43.1% | +18.7% |
| 1Y | +19.5% | -14.2% | +33.7% | +18.9% |
| 3Y | +121.3% | +127.3% | -6.0% | +97.2% |
| 5Y | +200.5% | +241.8% | -41.2% | +154.2% |
| 10Y | +281.9% | +381.8% | -99.9% | +191.6% |
| All | +2,883.3% | +4,206.7% | -1,323.4% | +1,538.1% |
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