+100.5%
WMB vs APD
+11.7%
+88.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -13.8% | -3.7% | -10.2% | -13.3% |
| 30D | -10.3% | +9.6% | -19.9% | -11.6% |
| 3M | -10.1% | +1.6% | -11.7% | -10.3% |
| 6M | -11.8% | +2.2% | -14.0% | -12.2% |
| YTD | +8.9% | +25.9% | -16.9% | +4.5% |
| 1Y | +14.0% | +20.1% | -6.2% | +10.1% |
| 3Y | +100.5% | +12.4% | +88.1% | +94.0% |
| All | +100.5% | +11.7% | +88.9% | +94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling