+272.9%
WMB vs ALL
+369.3%
-96.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.2% |
| 7D | -6.9% | -0.1% | -6.8% | -7.0% |
| 30D | -7.2% | +13.8% | -21.0% | -12.9% |
| 3M | -5.4% | -2.8% | -2.7% | -4.8% |
| 6M | -4.9% | +23.7% | -28.5% | -15.1% |
| YTD | +14.7% | +27.3% | -12.6% | +0.2% |
| 1Y | +14.7% | +30.5% | -15.8% | -1.1% |
| 3Y | +116.4% | +113.0% | +3.4% | +40.9% |
| 5Y | +198.5% | +157.6% | +41.0% | +65.2% |
| All | +272.9% | +369.3% | -96.4% | +58.5% |
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