+258.9%
WMB vs FND
+70.0%
+188.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.1% | +2.1% |
| 7D | -6.9% | +6.8% | -13.7% | -8.0% |
| 30D | -7.2% | +13.1% | -20.2% | -9.3% |
| 3M | -5.4% | -13.1% | +7.6% | -3.8% |
| 6M | -4.9% | -0.6% | -4.3% | -6.2% |
| YTD | +14.7% | -15.5% | +30.2% | +15.3% |
| 1Y | +14.7% | -13.7% | +28.4% | +14.7% |
| 3Y | +116.4% | -35.0% | +151.4% | +117.4% |
| 5Y | +198.5% | -60.1% | +258.6% | +219.2% |
| All | +258.9% | +70.0% | +188.9% | +154.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling