+293.2%
WMB vs ALL
+366.7%
-73.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.8% |
| 7D | +0.6% | 0.0% | +0.5% | +0.5% |
| 30D | +3.3% | -1.5% | +4.7% | +3.8% |
| 3M | +3.1% | +23.6% | -20.5% | -7.5% |
| 6M | -0.7% | +22.3% | -23.0% | -10.6% |
| YTD | +25.2% | +26.5% | -1.4% | +10.3% |
| 1Y | +32.9% | +27.0% | +5.9% | +16.4% |
| 3Y | +140.6% | +149.6% | -9.0% | +44.0% |
| 5Y | +273.5% | +118.1% | +155.4% | +130.7% |
| All | +293.2% | +366.7% | -73.5% | +56.9% |
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