+3,518.6%
WMB vs ALB
+2,835.3%
+683.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.6% | +1.5% |
| 7D | +0.6% | -8.1% | +8.6% | +3.2% |
| 30D | +3.3% | +6.3% | -3.0% | +0.8% |
| 3M | +3.1% | -23.6% | +26.7% | +10.8% |
| 6M | -0.7% | -24.6% | +23.9% | +5.1% |
| YTD | +25.2% | -10.3% | +35.4% | +23.2% |
| 1Y | +32.9% | +61.5% | -28.6% | +4.6% |
| 3Y | +140.6% | -34.0% | +174.5% | +127.8% |
| 5Y | +273.5% | -44.6% | +318.0% | +244.1% |
| 10Y | +334.2% | +76.1% | +258.1% | +112.4% |
| All | +3,518.6% | +2,835.3% | +683.3% | +765.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling