+283.3%
WMB vs NI
+196.3%
+87.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | +8.1% | +3.1% | +5.0% | +6.6% |
| 30D | -6.9% | +11.2% | -18.0% | -11.2% |
| 3M | -5.1% | +9.8% | -14.9% | -9.0% |
| 6M | -5.7% | -1.6% | -4.1% | -5.2% |
| YTD | +18.1% | +12.6% | +5.4% | +11.7% |
| 1Y | +18.4% | +7.8% | +10.6% | +14.1% |
| 3Y | +122.7% | +100.5% | +22.2% | +64.8% |
| 5Y | +202.0% | +114.4% | +87.6% | +116.5% |
| All | +283.3% | +196.3% | +87.0% | +167.5% |
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