+100.5%
WMB vs FN
+101.0%
-0.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.7% | -11.9% | -1.3% |
| 7D | -13.8% | 0.0% | -13.8% | -13.9% |
| 30D | -10.3% | -34.3% | +24.0% | -7.6% |
| 3M | -10.1% | -39.9% | +29.8% | -7.2% |
| 6M | -11.8% | -51.8% | +40.0% | -7.8% |
| YTD | +8.9% | -28.1% | +37.1% | +8.5% |
| 1Y | +14.0% | -29.1% | +43.0% | +13.3% |
| 3Y | +100.5% | +102.4% | -1.9% | +75.9% |
| All | +100.5% | +101.0% | -0.5% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 3y: compounded portfolio wealth divided by compounded FN 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…
3y analysis · Full analysis span regression · 6 months rolling