+302.1%
WMB vs FIS
-40.5%
+342.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.9% | +8.2% | +4.1% |
| 7D | +0.8% | -3.5% | +4.3% | +1.7% |
| 30D | +7.7% | -7.8% | +15.5% | +10.1% |
| 3M | +6.7% | +0.8% | +5.9% | +5.3% |
| 6M | +3.6% | -21.9% | +25.5% | +10.5% |
| YTD | +28.0% | -39.5% | +67.5% | +48.2% |
| 1Y | +37.6% | -41.0% | +78.6% | +60.1% |
| 3Y | +149.0% | -23.6% | +172.6% | +155.6% |
| 5Y | +285.3% | -65.6% | +350.9% | +436.3% |
| 10Y | +302.1% | -40.2% | +342.3% | +389.3% |
| All | +302.1% | -40.5% | +342.6% | +389.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling