+34.6%
WMB vs AR
+18.5%
+16.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +0.6% | +2.5% | -1.9% | +0.1% |
| 30D | +3.3% | +14.8% | -11.5% | +0.7% |
| 3M | +3.1% | +6.2% | -3.1% | +1.8% |
| 6M | -0.7% | +4.3% | -5.0% | -1.8% |
| YTD | +25.2% | +14.4% | +10.8% | +21.8% |
| All | +34.6% | +18.5% | +16.1% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling