+303.7%
WMB vs ALB
+74.5%
+229.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.6% | +0.8% |
| 7D | +0.6% | -8.1% | +8.6% | +1.9% |
| 30D | +3.3% | +6.3% | -3.0% | +2.0% |
| 3M | +3.1% | -23.6% | +26.7% | +7.1% |
| 6M | -0.7% | -24.6% | +23.9% | +2.3% |
| YTD | +25.2% | -10.3% | +35.4% | +24.2% |
| 1Y | +32.9% | +61.5% | -28.6% | +16.7% |
| 3Y | +140.6% | -34.0% | +174.5% | +140.8% |
| 5Y | +273.5% | -44.6% | +318.0% | +270.7% |
| All | +303.7% | +74.5% | +229.2% | +151.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling