+180.3%
WMB vs ALLY
-9.5%
+189.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -13.8% | +0.9% | -14.7% | -14.0% |
| 30D | -10.3% | +3.1% | -13.4% | -10.9% |
| 3M | -10.1% | -12.6% | +2.5% | -8.1% |
| 6M | -11.8% | -12.4% | +0.6% | -10.2% |
| YTD | +8.9% | -13.2% | +22.1% | +10.8% |
| 1Y | +14.0% | +1.8% | +12.1% | +12.3% |
| 3Y | +100.5% | +58.0% | +42.6% | +76.3% |
| All | +180.3% | -9.5% | +189.8% | +168.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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