+147.7%
WMB vs NI
+70.0%
+77.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.6% |
| 7D | 0.0% | +1.3% | -1.3% | -0.7% |
| 30D | +4.6% | -0.3% | +4.9% | +4.8% |
| 3M | +5.7% | -9.5% | +15.2% | +11.6% |
| 6M | +4.2% | -10.2% | +14.4% | +10.4% |
| YTD | +26.8% | +1.8% | +25.1% | +25.1% |
| 1Y | +34.7% | +5.7% | +29.0% | +29.7% |
| All | +147.7% | +70.0% | +77.8% | +93.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling