+302.1%
WMB vs ALL
+355.7%
-53.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.6% | +3.4% |
| 7D | +0.8% | -1.7% | +2.5% | +1.5% |
| 30D | +7.7% | -4.7% | +12.4% | +10.0% |
| 3M | +6.7% | +18.4% | -11.7% | -2.2% |
| 6M | +3.6% | +20.5% | -16.9% | -6.1% |
| YTD | +28.0% | +23.5% | +4.5% | +14.0% |
| 1Y | +37.6% | +29.0% | +8.6% | +19.5% |
| 3Y | +149.0% | +153.7% | -4.7% | +47.4% |
| 5Y | +285.3% | +114.8% | +170.5% | +139.2% |
| 10Y | +302.1% | +356.1% | -54.1% | +62.2% |
| All | +302.1% | +355.7% | -53.6% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling