+5,039.4%
WMB vs NI
+5,716.3%
-676.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | +7.8% | +4.3% | +3.5% | +5.1% |
| 30D | -5.1% | +12.4% | -17.5% | -11.8% |
| 3M | -4.7% | +10.2% | -14.9% | -10.3% |
| 6M | -7.4% | -0.8% | -6.6% | -7.2% |
| YTD | +17.5% | +13.2% | +4.2% | +8.1% |
| 1Y | +19.5% | +10.1% | +9.4% | +11.8% |
| 3Y | +121.3% | +103.1% | +18.2% | +40.8% |
| 5Y | +200.5% | +115.5% | +85.0% | +80.5% |
| 10Y | +281.9% | +195.5% | +86.4% | +69.7% |
| All | +5,039.4% | +5,716.3% | -676.9% | +393.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling