+23.7%
WMB vs FLUT
-63.1%
+86.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.3% | -4.0% | -6.5% |
| 7D | -8.6% | +4.2% | -12.8% | -8.3% |
| 30D | -4.2% | +8.0% | -12.2% | -3.6% |
| 3M | -4.4% | -22.1% | +17.7% | -5.7% |
| 6M | -8.7% | -21.7% | +13.0% | -9.5% |
| YTD | +15.4% | -62.0% | +77.3% | +14.3% |
| 1Y | +23.7% | -63.2% | +86.9% | +22.9% |
| All | +23.7% | -63.1% | +86.9% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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