+281.4%
WMB vs NI
+197.8%
+83.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | +7.8% | +4.3% | +3.5% | +5.8% |
| 30D | -5.1% | +12.4% | -17.5% | -10.0% |
| 3M | -4.7% | +10.2% | -14.9% | -8.8% |
| 6M | -7.4% | -0.8% | -6.6% | -7.2% |
| YTD | +17.5% | +13.2% | +4.2% | +10.8% |
| 1Y | +19.5% | +10.1% | +9.4% | +14.1% |
| 3Y | +121.3% | +103.1% | +18.2% | +62.8% |
| 5Y | +200.5% | +115.5% | +85.0% | +114.9% |
| All | +281.4% | +197.8% | +83.5% | +165.5% |
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 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