+200.8%
WMB vs FIS
-71.2%
+272.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.0% |
| 7D | +7.8% | +2.8% | +5.0% | +7.4% |
| 30D | -5.1% | -16.7% | +11.6% | -3.3% |
| 3M | -4.7% | -32.3% | +27.6% | -0.4% |
| 6M | -7.4% | -29.1% | +21.7% | -4.1% |
| YTD | +17.5% | -54.1% | +71.6% | +30.1% |
| 1Y | +19.5% | -53.7% | +73.2% | +32.1% |
| 3Y | +121.3% | -38.8% | +160.1% | +130.5% |
| All | +200.8% | -71.2% | +272.1% | +254.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling