+270.9%
WMB vs AU
+673.1%
-402.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.2% | -2.8% |
| 7D | -1.7% | -7.0% | +5.3% | -1.1% |
| 30D | +0.7% | +7.3% | -6.6% | -0.1% |
| 3M | +1.5% | +33.2% | -31.7% | -1.5% |
| 6M | +0.1% | -0.6% | +0.7% | -0.7% |
| YTD | +22.9% | +26.2% | -3.2% | +18.1% |
| 1Y | +27.9% | +68.3% | -40.4% | +18.0% |
| 3Y | +139.1% | +592.1% | -453.0% | +78.8% |
| 5Y | +270.9% | +685.3% | -414.3% | +174.8% |
| All | +270.9% | +673.1% | -402.2% | +174.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling