+270.9%
WMB vs MKTX
-60.6%
+331.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | +0.7% | +0.8% | -0.1% | +0.7% |
| 3M | +1.5% | +41.1% | -39.6% | -1.1% |
| 6M | +0.1% | -9.5% | +9.6% | +0.7% |
| YTD | +22.9% | -8.7% | +31.6% | +23.5% |
| 1Y | +27.9% | -10.0% | +37.8% | +28.5% |
| 3Y | +139.1% | -24.6% | +163.8% | +141.2% |
| 5Y | +270.9% | -60.3% | +331.2% | +269.6% |
| All | +270.9% | -60.6% | +331.5% | +269.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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