+3,023.3%
WMB vs FLEX
+4,757.3%
-1,734.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.8% | -1.4% |
| 7D | -13.8% | -19.3% | +5.5% | -9.5% |
| 30D | -10.3% | -41.5% | +31.2% | +0.9% |
| 3M | -10.1% | -43.1% | +33.1% | +1.5% |
| 6M | -11.8% | -48.2% | +36.4% | -0.3% |
| YTD | +8.9% | +15.5% | -6.5% | -2.4% |
| 1Y | +14.0% | +10.2% | +3.8% | +2.8% |
| 3Y | +100.5% | +256.8% | -156.3% | +29.8% |
| 5Y | +179.5% | +408.2% | -228.7% | +61.6% |
| 10Y | +272.7% | +580.8% | -308.1% | +84.0% |
| All | +3,023.3% | +4,757.3% | -1,734.0% | +950.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling