+281.4%
WMB vs O
+80.9%
+200.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | +7.8% | -0.4% | +8.2% | +8.0% |
| 30D | -5.1% | +7.1% | -12.2% | -8.9% |
| 3M | -4.7% | -5.2% | +0.5% | -2.3% |
| 6M | -7.4% | -1.8% | -5.6% | -7.2% |
| YTD | +17.5% | +9.1% | +8.4% | +10.8% |
| 1Y | +19.5% | +9.7% | +9.8% | +12.3% |
| 3Y | +121.3% | +39.1% | +82.1% | +78.2% |
| 5Y | +200.5% | +8.4% | +192.2% | +176.1% |
| All | +281.4% | +80.9% | +200.5% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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