+295.4%
WMB vs NI
+143.3%
+152.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.8% |
| 7D | -1.7% | -0.6% | -1.1% | -1.4% |
| 30D | +0.7% | -1.4% | +2.1% | +1.4% |
| 3M | +1.5% | -10.6% | +12.1% | +6.6% |
| 6M | +0.1% | -9.9% | +10.0% | +4.7% |
| YTD | +22.9% | +1.2% | +21.8% | +22.0% |
| 1Y | +27.9% | +4.4% | +23.4% | +25.1% |
| 3Y | +139.1% | +68.6% | +70.5% | +90.9% |
| 5Y | +270.9% | +98.0% | +172.9% | +176.7% |
| All | +295.4% | +143.3% | +152.1% | +193.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling