+200.8%
WMB vs FRSH
-66.7%
+267.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +7.8% | +4.6% | +3.2% | +7.6% |
| 30D | -5.1% | -7.5% | +2.4% | -4.8% |
| 3M | -4.7% | -0.1% | -4.6% | -4.8% |
| 6M | -7.4% | +54.5% | -61.9% | -9.8% |
| YTD | +17.5% | +3.4% | +14.0% | +16.9% |
| 1Y | +19.5% | +6.4% | +13.1% | +18.6% |
| 3Y | +121.3% | -26.3% | +147.5% | +122.1% |
| All | +200.8% | -66.7% | +267.5% | +199.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling