+32.9%
WMB vs APD
+6.0%
+26.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.2% |
| 7D | +0.6% | -2.2% | +2.8% | +0.7% |
| 30D | +3.3% | +2.1% | +1.2% | +3.2% |
| 3M | +3.1% | +7.2% | -4.0% | +2.7% |
| 6M | -0.7% | +11.2% | -12.0% | -1.2% |
| YTD | +25.2% | +24.4% | +0.8% | +23.2% |
| 1Y | +32.9% | +6.7% | +26.2% | +31.4% |
| All | +32.9% | +6.0% | +26.8% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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