+100.5%
WMB vs AR
+19.9%
+80.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | 0.0% |
| 7D | -13.8% | -14.3% | +0.4% | -10.0% |
| 30D | -10.3% | +1.4% | -11.8% | -10.6% |
| 3M | -10.1% | +3.4% | -13.4% | -11.0% |
| 6M | -11.8% | -2.1% | -9.8% | -11.7% |
| YTD | +8.9% | +4.7% | +4.2% | +6.2% |
| 1Y | +14.0% | +10.6% | +3.4% | +9.0% |
| 3Y | +100.5% | +24.6% | +75.9% | +91.3% |
| All | +100.5% | +19.9% | +80.6% | +91.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling