+180.3%
WMB vs NDAQ
+60.8%
+119.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -13.8% | +0.8% | -14.7% | -14.0% |
| 30D | -10.3% | +16.5% | -26.9% | -13.7% |
| 3M | -10.1% | +13.5% | -23.6% | -12.9% |
| 6M | -11.8% | +20.9% | -32.8% | -16.4% |
| YTD | +8.9% | +11.4% | -2.5% | +5.3% |
| 1Y | +14.0% | +25.9% | -12.0% | +5.6% |
| 3Y | +100.5% | +119.9% | -19.3% | +54.6% |
| All | +180.3% | +60.8% | +119.5% | +133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling