+3,830.0%
WMB vs ALL
+3,667.9%
+162.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.7% |
| 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% | -6.8% |
| 6M | -0.7% | +22.3% | -23.0% | -10.0% |
| YTD | +25.2% | +26.5% | -1.4% | +11.2% |
| 1Y | +32.9% | +27.0% | +5.9% | +17.5% |
| 3Y | +140.6% | +149.6% | -9.0% | +53.5% |
| 5Y | +273.5% | +118.1% | +155.4% | +145.4% |
| 10Y | +334.2% | +369.0% | -34.8% | +101.3% |
| All | +3,830.0% | +3,667.9% | +162.1% | +856.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling