+14.0%
WMB vs AS
+0.9%
+13.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.2% |
| 7D | -13.8% | +6.9% | -20.7% | -13.0% |
| 30D | -10.3% | +16.0% | -26.3% | -8.8% |
| 3M | -10.1% | -12.8% | +2.8% | -11.0% |
| 6M | -11.8% | -15.4% | +3.5% | -12.6% |
| YTD | +8.9% | -15.7% | +24.7% | +7.9% |
| 1Y | +14.0% | +6.1% | +7.9% | +18.5% |
| All | +14.0% | +0.9% | +13.1% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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