+202.0%
WMB vs ALB
-63.0%
+265.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.9% |
| 7D | +8.1% | -3.6% | +11.7% | +8.4% |
| 30D | -6.9% | -2.9% | -4.0% | -6.7% |
| 3M | -5.1% | -25.8% | +20.7% | -2.8% |
| 6M | -5.7% | -53.6% | +47.9% | +0.6% |
| YTD | +18.1% | -32.4% | +50.4% | +20.2% |
| 1Y | +18.4% | -13.0% | +31.4% | +17.0% |
| 3Y | +122.7% | -15.0% | +137.7% | +111.1% |
| 5Y | +202.0% | -63.5% | +265.6% | +227.7% |
| All | +202.0% | -63.0% | +265.0% | +227.7% |
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 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