+190.2%
WMB vs FND
-60.4%
+250.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.4% | +3.5% |
| 7D | -6.7% | +8.5% | -15.2% | -7.1% |
| 30D | -8.6% | +17.2% | -25.8% | -9.5% |
| 3M | -4.9% | -14.9% | +10.0% | -3.9% |
| 6M | -6.3% | +3.1% | -9.4% | -6.9% |
| YTD | +13.0% | -12.4% | +25.4% | +13.3% |
| 1Y | +14.9% | -10.0% | +24.9% | +14.9% |
| 3Y | +113.4% | -31.3% | +144.7% | +112.2% |
| 5Y | +190.2% | -60.3% | +250.5% | +202.4% |
| All | +190.2% | -60.4% | +250.6% | +202.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling