+302.1%
WMB vs ATI
+1,051.1%
-749.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.8% | +2.6% |
| 7D | +0.8% | +3.2% | -2.4% | +0.1% |
| 30D | +7.7% | -9.0% | +16.7% | +9.9% |
| 3M | +6.7% | +15.1% | -8.4% | +2.7% |
| 6M | +3.6% | +38.1% | -34.5% | -5.1% |
| YTD | +28.0% | +80.7% | -52.7% | +9.9% |
| 1Y | +37.6% | +167.5% | -129.9% | +6.9% |
| 3Y | +149.0% | +366.0% | -217.0% | +61.3% |
| 5Y | +285.3% | +1,088.8% | -803.5% | +89.1% |
| 10Y | +302.1% | +1,055.0% | -752.9% | +76.2% |
| All | +302.1% | +1,051.1% | -749.1% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ATI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling