+149.0%
WMB vs FND
-49.6%
+198.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.6% | +6.9% | +2.3% |
| 7D | +0.8% | +0.4% | +0.4% | +0.8% |
| 30D | +7.7% | -23.6% | +31.3% | +8.2% |
| 3M | +6.7% | +4.3% | +2.4% | +6.5% |
| 6M | +3.6% | -20.3% | +23.9% | +4.3% |
| YTD | +28.0% | -21.3% | +49.3% | +28.6% |
| 1Y | +37.6% | -45.4% | +83.0% | +40.4% |
| 3Y | +149.0% | -48.9% | +197.9% | +147.2% |
| All | +149.0% | -49.6% | +198.6% | +147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling