+266.3%
WMB vs AR
+52.4%
+213.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.3% | +1.0% | +4.3% |
| 7D | -6.9% | -5.8% | -1.2% | -5.6% |
| 30D | -7.2% | +4.8% | -12.0% | -8.1% |
| 3M | -5.4% | +1.5% | -6.9% | -5.8% |
| 6M | -4.9% | +4.7% | -9.6% | -6.2% |
| YTD | +14.7% | +9.2% | +5.5% | +11.4% |
| 1Y | +14.7% | +11.2% | +3.5% | +10.7% |
| 3Y | +116.4% | +46.2% | +70.1% | +92.3% |
| 5Y | +198.5% | +98.1% | +100.5% | +141.3% |
| 10Y | +266.3% | +54.5% | +211.7% | +183.6% |
| All | +266.3% | +52.4% | +213.9% | +183.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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