+3,907.3%
WMB vs NDAQ
+2,327.9%
+1,579.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.8% |
| 7D | +0.6% | -2.4% | +3.0% | +1.4% |
| 30D | +3.3% | +2.5% | +0.8% | +2.2% |
| 3M | +3.1% | +9.9% | -6.8% | -1.1% |
| 6M | -0.7% | +9.4% | -10.1% | -5.1% |
| YTD | +25.2% | +0.4% | +24.7% | +22.7% |
| 1Y | +32.9% | +4.0% | +28.8% | +28.1% |
| 3Y | +140.6% | +94.4% | +46.2% | +81.3% |
| 5Y | +273.5% | +56.7% | +216.7% | +199.3% |
| 10Y | +334.2% | +375.3% | -41.1% | +122.9% |
| All | +3,907.3% | +2,327.9% | +1,579.4% | +2,261.7% |
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