+278.8%
WMB vs ALL
+118.4%
+160.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.5% |
| 7D | +0.6% | 0.0% | +0.5% | +0.5% |
| 30D | +3.3% | -1.5% | +4.7% | +3.6% |
| 3M | +3.1% | +23.6% | -20.5% | -3.3% |
| 6M | -0.7% | +22.3% | -23.0% | -6.6% |
| YTD | +25.2% | +26.5% | -1.4% | +16.3% |
| 1Y | +32.9% | +27.0% | +5.9% | +23.1% |
| 3Y | +140.6% | +149.6% | -9.0% | +81.7% |
| All | +278.8% | +118.4% | +160.3% | +191.4% |
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