+34.7%
WMB vs FND
-45.4%
+80.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | +4.6% | -19.6% | +24.2% | +3.9% |
| 3M | +5.7% | -4.3% | +10.1% | +5.8% |
| 6M | +4.2% | -20.4% | +24.6% | +4.4% |
| YTD | +26.8% | -21.9% | +48.7% | +27.2% |
| 1Y | +34.7% | -45.2% | +79.9% | +36.4% |
| All | +34.7% | -45.4% | +80.1% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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