+264.5%
WMB vs ALL
+370.9%
-106.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +1.7% |
| 7D | -13.8% | -1.9% | -11.9% | -13.2% |
| 30D | -10.3% | +13.8% | -24.1% | -15.9% |
| 3M | -10.1% | -7.0% | -3.1% | -7.6% |
| 6M | -11.8% | +18.0% | -29.9% | -19.6% |
| YTD | +8.9% | +24.2% | -15.2% | -3.7% |
| 1Y | +14.0% | +31.2% | -17.2% | -2.0% |
| 3Y | +100.5% | +107.5% | -7.0% | +32.1% |
| 5Y | +179.5% | +144.8% | +34.7% | +59.1% |
| All | +264.5% | +370.9% | -106.4% | +50.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling