+126.2%
WMB vs NVD
-98.5%
+224.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -0.3% |
| 7D | +7.8% | +28.6% | -20.8% | +9.5% |
| 30D | -5.1% | +73.6% | -78.7% | -1.6% |
| 3M | -4.7% | +70.1% | -74.8% | -1.0% |
| 6M | -7.4% | +53.6% | -61.0% | -3.9% |
| YTD | +17.5% | -7.0% | +24.5% | +18.9% |
| 1Y | +19.5% | -9.0% | +28.5% | +21.0% |
| 3Y | +121.3% | -98.3% | +219.6% | +108.2% |
| All | +126.2% | -98.5% | +224.7% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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