+262.6%
WMB vs FRSH
-72.5%
+335.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -1.0% | -6.6% | +5.6% | -0.8% |
| 30D | -0.4% | +2.1% | -2.5% | -0.6% |
| 3M | +3.2% | +29.0% | -25.7% | +1.8% |
| 6M | +0.1% | +48.6% | -48.6% | -2.3% |
| YTD | +23.9% | -2.9% | +26.8% | +23.7% |
| 1Y | +27.6% | -7.9% | +35.5% | +27.8% |
| 3Y | +141.9% | -46.5% | +188.4% | +147.4% |
| All | +262.6% | -72.5% | +335.1% | +259.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FRSH 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling