+5,026.7%
WMB vs LNT
+3,453.4%
+1,573.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +1.8% |
| 7D | +1.6% | -0.2% | +1.8% | +1.7% |
| 30D | -7.1% | +11.6% | -18.7% | -13.5% |
| 3M | -4.0% | +8.2% | -12.2% | -8.8% |
| 6M | -5.7% | +3.1% | -8.9% | -8.0% |
| YTD | +17.2% | +16.8% | +0.4% | +5.6% |
| 1Y | +17.2% | +11.6% | +5.6% | +8.5% |
| 3Y | +121.1% | +67.4% | +53.7% | +56.1% |
| 5Y | +197.2% | +56.8% | +140.4% | +113.3% |
| 10Y | +280.9% | +185.0% | +95.9% | +69.7% |
| All | +5,026.7% | +3,453.4% | +1,573.4% | +494.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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