+358.7%
WMB vs KEEL
+294.5%
+64.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.7% |
| 7D | -1.0% | +2.9% | -3.9% | -1.1% |
| 30D | -0.4% | +0.8% | -1.3% | -0.5% |
| 3M | +3.2% | -35.3% | +38.5% | +3.8% |
| 6M | +0.1% | +59.4% | -59.3% | -1.5% |
| YTD | +23.9% | +51.9% | -28.1% | +21.8% |
| 1Y | +27.6% | +75.0% | -47.4% | +24.6% |
| 3Y | +141.9% | +224.5% | -82.6% | +130.0% |
| 5Y | +273.8% | -35.9% | +309.7% | +254.9% |
| All | +358.7% | +294.5% | +64.3% | +342.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 10y: compounded portfolio wealth divided by compounded KEEL 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…
10y analysis · Full analysis span regression · 6 months rolling