+27.6%
WMB vs ALNY
-47.6%
+75.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -1.0% | -6.5% | +5.5% | -1.1% |
| 30D | -0.4% | +11.0% | -11.5% | -0.2% |
| 3M | +3.2% | -14.1% | +17.3% | +3.4% |
| 6M | +0.1% | -22.4% | +22.5% | +0.3% |
| YTD | +23.9% | -37.5% | +61.3% | +24.8% |
| 1Y | +27.6% | -46.9% | +74.5% | +28.5% |
| All | +27.6% | -47.6% | +75.2% | +28.5% |
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