+285.0%
WMB vs FND
-61.3%
+346.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.1% |
| 3M | +5.7% | -4.3% | +10.1% | +5.7% |
| 6M | +4.2% | -20.4% | +24.6% | +5.5% |
| YTD | +26.8% | -21.9% | +48.7% | +28.2% |
| 1Y | +34.7% | -45.2% | +79.9% | +40.2% |
| 3Y | +146.8% | -49.2% | +196.0% | +153.1% |
| 5Y | +285.0% | -61.8% | +346.8% | +293.2% |
| All | +285.0% | -61.3% | +346.3% | +293.2% |
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 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