+313.2%
WMB vs NDAQ
+374.8%
-61.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | 0.0% | -1.6% | +1.6% | +0.5% |
| 30D | +4.6% | -1.5% | +6.1% | +5.0% |
| 3M | +5.7% | +8.0% | -2.3% | +2.1% |
| 6M | +4.2% | +7.7% | -3.5% | +0.3% |
| YTD | +26.8% | -2.3% | +29.2% | +25.9% |
| 1Y | +34.7% | +0.6% | +34.1% | +31.7% |
| 3Y | +146.8% | +90.9% | +55.9% | +83.4% |
| 5Y | +285.0% | +52.5% | +232.6% | +207.7% |
| 10Y | +313.2% | +380.3% | -67.1% | +95.3% |
| All | +313.2% | +374.8% | -61.6% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling