+259.9%
WMB vs ATI
+1,119.3%
-859.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.2% | -1.5% | +2.6% |
| 7D | -6.7% | +6.0% | -12.7% | -7.8% |
| 30D | -8.6% | -3.6% | -4.9% | -8.1% |
| 3M | -4.9% | -18.9% | +13.9% | -1.0% |
| 6M | -6.3% | +16.7% | -23.0% | -10.7% |
| YTD | +13.0% | +61.1% | -48.1% | -0.9% |
| 1Y | +14.9% | +89.3% | -74.4% | -3.0% |
| 3Y | +113.4% | +333.3% | -219.9% | +40.4% |
| 5Y | +190.2% | +954.5% | -764.3% | +46.7% |
| 10Y | +259.9% | +1,067.0% | -807.1% | +62.2% |
| All | +259.9% | +1,119.3% | -859.5% | +62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling