+322.9%
WMB vs ALLE
+144.1%
+178.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | +3.3% | -6.8% | +10.1% | +5.8% |
| 3M | +3.1% | +21.0% | -17.9% | -4.7% |
| 6M | -0.7% | +1.1% | -1.8% | -2.2% |
| YTD | +25.2% | -0.5% | +25.7% | +23.5% |
| 1Y | +32.9% | -7.3% | +40.1% | +34.6% |
| 3Y | +140.6% | +42.3% | +98.3% | +98.7% |
| 5Y | +273.5% | +13.5% | +260.0% | +234.9% |
| All | +322.9% | +144.1% | +178.7% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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