+149.0%
WMB vs LNG
+76.4%
+72.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.5% | +7.7% | +4.9% |
| 7D | +0.8% | -6.2% | +7.0% | +3.7% |
| 30D | +7.7% | +8.0% | -0.3% | +3.5% |
| 3M | +6.7% | +16.9% | -10.2% | -1.6% |
| 6M | +3.6% | +8.7% | -5.0% | -1.8% |
| YTD | +28.0% | +43.0% | -15.0% | +3.9% |
| 1Y | +37.6% | +19.4% | +18.2% | +23.4% |
| 3Y | +149.0% | +74.7% | +74.3% | +81.6% |
| All | +149.0% | +76.4% | +72.6% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 3y: compounded portfolio wealth divided by compounded LNG 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…
3y analysis · Full analysis span regression · 6 months rolling