+14.0%
WMB vs ALK
-6.6%
+20.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.2% |
| 7D | -13.8% | +9.0% | -22.9% | -13.5% |
| 30D | -10.3% | -1.6% | -8.7% | -9.9% |
| 3M | -10.1% | -23.2% | +13.1% | -9.7% |
| 6M | -11.8% | -3.9% | -8.0% | -11.3% |
| YTD | +8.9% | -22.6% | +31.5% | +10.3% |
| 1Y | +14.0% | -5.3% | +19.3% | +9.6% |
| All | +14.0% | -6.6% | +20.6% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling