+278.8%
WMB vs ALB
-44.4%
+323.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.6% | +0.5% |
| 7D | +0.6% | -8.1% | +8.6% | +1.3% |
| 30D | +3.3% | +6.3% | -3.0% | +2.6% |
| 3M | +3.1% | -23.6% | +26.7% | +5.3% |
| 6M | -0.7% | -24.6% | +23.9% | +1.0% |
| YTD | +25.2% | -10.3% | +35.4% | +24.5% |
| 1Y | +32.9% | +61.5% | -28.6% | +22.7% |
| 3Y | +140.6% | -34.0% | +174.5% | +144.5% |
| All | +278.8% | -44.4% | +323.2% | +295.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling