+32.9%
WMB vs KEY
+21.3%
+11.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +0.6% | +2.2% | -1.6% | +0.2% |
| 30D | +3.3% | -3.0% | +6.3% | +3.8% |
| 3M | +3.1% | +3.3% | -0.2% | +2.7% |
| 6M | -0.7% | +9.2% | -9.9% | -2.0% |
| YTD | +25.2% | +10.6% | +14.5% | +22.0% |
| 1Y | +32.9% | +20.4% | +12.5% | +29.2% |
| All | +32.9% | +21.3% | +11.5% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling