+19.5%
WMB vs APD
+25.0%
-5.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +7.8% | +3.8% | +4.0% | +7.4% |
| 30D | -5.1% | +8.2% | -13.3% | -5.8% |
| 3M | -4.7% | +4.3% | -9.0% | -5.1% |
| 6M | -7.4% | +4.7% | -12.1% | -7.7% |
| YTD | +17.5% | +31.5% | -14.1% | +13.2% |
| 1Y | +19.5% | +23.5% | -4.1% | +16.4% |
| All | +19.5% | +25.0% | -5.5% | +16.4% |
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