+32.9%
WMB vs ALNY
-40.8%
+73.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +0.6% | +12.2% | -11.7% | +0.7% |
| 30D | +3.3% | +16.3% | -13.1% | +3.5% |
| 3M | +3.1% | -12.4% | +15.5% | +3.5% |
| 6M | -0.7% | -18.7% | +18.0% | -0.3% |
| YTD | +25.2% | -33.1% | +58.2% | +26.3% |
| 1Y | +32.9% | -41.3% | +74.2% | +34.1% |
| All | +32.9% | -40.8% | +73.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 1y: compounded portfolio wealth divided by compounded ALNY 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…
1y analysis · Full analysis span regression · 6 months rolling