+288.5%
WMB vs NI
+96.2%
+192.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.0% | +1.6% |
| 7D | +0.8% | +2.3% | -1.5% | -0.4% |
| 30D | +7.7% | -1.7% | +9.4% | +8.7% |
| 3M | +6.7% | -8.0% | +14.7% | +11.5% |
| 6M | +3.6% | -8.6% | +12.3% | +8.6% |
| YTD | +28.0% | +2.3% | +25.7% | +26.0% |
| 1Y | +37.6% | +6.9% | +30.7% | +32.0% |
| 3Y | +149.0% | +70.6% | +78.5% | +89.0% |
| All | +288.5% | +96.2% | +192.3% | +186.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling