+839.3%
WMB vs AU
+793.6%
+45.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.5% | +0.6% |
| 7D | +0.6% | -3.6% | +4.2% | +1.2% |
| 30D | +3.3% | +23.9% | -20.6% | -1.2% |
| 3M | +3.1% | +19.1% | -15.9% | -1.3% |
| 6M | -0.7% | -0.2% | -0.5% | -3.0% |
| YTD | +25.2% | +32.5% | -7.3% | +14.9% |
| 1Y | +32.9% | +96.9% | -64.1% | +12.1% |
| 3Y | +140.6% | +614.7% | -474.2% | +51.3% |
| 5Y | +273.5% | +647.7% | -374.3% | +124.2% |
| 10Y | +334.2% | +679.2% | -345.0% | +123.0% |
| All | +839.3% | +793.6% | +45.7% | +281.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling