+198.5%
WMB vs FLR
+124.2%
+74.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -6.9% | +5.1% | -12.0% | -7.7% |
| 30D | -7.2% | -0.5% | -6.7% | -7.2% |
| 3M | -5.4% | -3.5% | -2.0% | -5.1% |
| 6M | -4.9% | +16.5% | -21.3% | -8.5% |
| YTD | +14.7% | +27.3% | -12.6% | +7.3% |
| 1Y | +14.7% | +10.6% | +4.1% | +10.2% |
| 3Y | +116.4% | +39.4% | +77.0% | +87.6% |
| 5Y | +198.5% | +126.4% | +72.1% | +125.0% |
| All | +198.5% | +124.2% | +74.4% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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