+3,388.2%
WMB vs NDAQ
+2,593.6%
+794.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.4% |
| 7D | -13.8% | +0.8% | -14.7% | -14.2% |
| 30D | -10.3% | +16.5% | -26.9% | -15.6% |
| 3M | -10.1% | +13.5% | -23.6% | -14.6% |
| 6M | -11.8% | +20.9% | -32.8% | -18.9% |
| YTD | +8.9% | +11.4% | -2.5% | +2.3% |
| 1Y | +14.0% | +25.9% | -12.0% | +2.1% |
| 3Y | +100.5% | +119.9% | -19.3% | +44.0% |
| 5Y | +179.5% | +61.7% | +117.8% | +121.2% |
| 10Y | +272.7% | +481.6% | -208.8% | +76.9% |
| All | +3,388.2% | +2,593.6% | +794.6% | +1,869.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling