+285.0%
WMB vs LNG
+222.3%
+62.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | 0.0% | -6.7% | +6.7% | +3.1% |
| 30D | +4.6% | +3.9% | +0.7% | +2.6% |
| 3M | +5.7% | +15.5% | -9.8% | -1.4% |
| 6M | +4.2% | +10.5% | -6.3% | -1.7% |
| YTD | +26.8% | +43.0% | -16.1% | +5.6% |
| 1Y | +34.7% | +18.9% | +15.8% | +22.4% |
| 3Y | +146.8% | +74.7% | +72.1% | +87.2% |
| 5Y | +285.0% | +231.2% | +53.8% | +115.9% |
| All | +285.0% | +222.3% | +62.8% | +115.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling