+2,876.0%
WMB vs AGI
+4,416.0%
-1,540.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +4.9% | +2.4% |
| 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% | -3.5% |
| 6M | -5.7% | -31.5% | +25.8% | -3.1% |
| YTD | +17.2% | -22.0% | +39.2% | +17.9% |
| 1Y | +17.2% | -7.9% | +25.1% | +15.8% |
| 3Y | +121.1% | +137.6% | -16.5% | +96.2% |
| 5Y | +197.2% | +256.7% | -59.5% | +150.4% |
| 10Y | +280.9% | +405.2% | -124.3% | +189.6% |
| All | +2,876.0% | +4,416.0% | -1,540.0% | +1,526.9% |
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 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