+200.8%
WMB vs FLEX
+421.8%
-220.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | 0.0% |
| 7D | +7.8% | +7.5% | +0.4% | +6.7% |
| 30D | -5.1% | -25.3% | +20.2% | -2.0% |
| 3M | -4.7% | -39.7% | +35.0% | +0.7% |
| 6M | -7.4% | -47.9% | +40.5% | -1.2% |
| YTD | +17.5% | +24.1% | -6.6% | +5.7% |
| 1Y | +19.5% | +26.0% | -6.5% | +6.8% |
| 3Y | +121.3% | +282.7% | -161.4% | +48.9% |
| All | +200.8% | +421.8% | -220.9% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling