+23.7%
WMB vs NI
+9.5%
+14.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -7.9% | -7.0% |
| 7D | -8.6% | +3.9% | -12.6% | -10.4% |
| 30D | -4.2% | +15.3% | -19.5% | -10.7% |
| 3M | -4.4% | +2.4% | -6.8% | -6.0% |
| 6M | -8.7% | -4.5% | -4.2% | -7.3% |
| YTD | +15.4% | +11.4% | +4.0% | +11.9% |
| 1Y | +23.7% | +8.5% | +15.3% | +21.5% |
| All | +23.7% | +9.5% | +14.3% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling