+142.3%
WMB vs FGI
-4.4%
+146.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.5% | -7.4% | +0.2% |
| 7D | +0.6% | +0.5% | 0.0% | +0.6% |
| 30D | +3.3% | +65.4% | -62.1% | +3.6% |
| 3M | +3.1% | +23.5% | -20.4% | +3.5% |
| 6M | -0.7% | +60.5% | -61.2% | -0.3% |
| YTD | +25.2% | +30.0% | -4.8% | +25.6% |
| 1Y | +32.9% | +82.1% | -49.2% | +33.8% |
| All | +142.3% | -4.4% | +146.7% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling