+4,035.3%
WMB vs LNG
+1,178.8%
+2,856.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | +0.6% | +3.4% | -2.9% | +0.3% |
| 30D | +3.3% | +14.9% | -11.6% | +2.1% |
| 3M | +3.1% | +21.4% | -18.3% | +1.5% |
| 6M | -0.7% | +17.8% | -18.5% | -2.1% |
| YTD | +25.2% | +51.3% | -26.1% | +21.0% |
| 1Y | +32.9% | +24.4% | +8.4% | +30.4% |
| 3Y | +140.6% | +79.7% | +60.9% | +129.6% |
| 5Y | +273.5% | +241.3% | +32.1% | +239.0% |
| 10Y | +334.2% | +603.1% | -268.9% | +275.3% |
| All | +4,035.3% | +1,178.8% | +2,856.5% | +2,817.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling