+303.7%
WMB vs APD
+165.5%
+138.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | +0.6% | -2.2% | +2.8% | +1.4% |
| 30D | +3.3% | +2.1% | +1.2% | +2.4% |
| 3M | +3.1% | +7.2% | -4.0% | 0.0% |
| 6M | -0.7% | +11.2% | -12.0% | -5.3% |
| YTD | +25.2% | +24.4% | +0.8% | +13.7% |
| 1Y | +32.9% | +6.7% | +26.2% | +27.7% |
| 3Y | +140.6% | +9.2% | +131.3% | +122.0% |
| 5Y | +273.5% | +27.4% | +246.1% | +210.4% |
| All | +303.7% | +165.5% | +138.2% | +125.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling