+37.6%
WMB vs FLEX
+104.3%
-66.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.4% | -2.1% | +2.3% |
| 7D | +0.8% | +7.0% | -6.2% | +0.8% |
| 30D | +7.7% | -5.8% | +13.5% | +7.7% |
| 3M | +6.7% | -24.2% | +30.9% | +6.4% |
| 6M | +3.6% | +90.8% | -87.2% | -0.3% |
| YTD | +28.0% | +89.2% | -61.2% | +23.5% |
| 1Y | +37.6% | +104.7% | -67.1% | +33.4% |
| All | +37.6% | +104.3% | -66.7% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling