+202.0%
WMB vs ALL
+161.8%
+40.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.3% |
| 7D | +8.1% | 0.0% | +8.1% | +8.0% |
| 30D | -6.9% | +12.8% | -19.7% | -10.0% |
| 3M | -5.1% | +4.7% | -9.8% | -6.5% |
| 6M | -5.7% | +24.9% | -30.7% | -12.1% |
| YTD | +18.1% | +30.0% | -11.9% | +8.5% |
| 1Y | +18.4% | +29.9% | -11.5% | +8.8% |
| 3Y | +122.7% | +117.5% | +5.2% | +74.4% |
| 5Y | +202.0% | +161.7% | +40.4% | +116.7% |
| All | +202.0% | +161.8% | +40.2% | +116.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling