+295.5%
WMB vs AU
+699.0%
-403.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.8% | -4.3% | +2.5% | -1.5% |
| 30D | -1.2% | +7.3% | -8.5% | -1.8% |
| 3M | +2.5% | +26.3% | -23.9% | +0.4% |
| 6M | -0.7% | +1.8% | -2.4% | -1.5% |
| YTD | +23.0% | +26.8% | -3.8% | +19.3% |
| 1Y | +26.7% | +66.7% | -40.0% | +19.7% |
| 3Y | +140.2% | +579.1% | -438.9% | +99.2% |
| 5Y | +271.1% | +689.3% | -418.3% | +201.3% |
| All | +295.5% | +699.0% | -403.4% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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