+121.3%
WMB vs O
+39.0%
+82.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +7.8% | -0.4% | +8.2% | +7.9% |
| 30D | -5.1% | +7.1% | -12.2% | -7.1% |
| 3M | -4.7% | -5.2% | +0.5% | -3.2% |
| 6M | -7.4% | -1.8% | -5.6% | -7.1% |
| YTD | +17.5% | +9.1% | +8.4% | +13.8% |
| 1Y | +19.5% | +9.7% | +9.8% | +15.6% |
| 3Y | +121.3% | +39.1% | +82.1% | +102.3% |
| All | +121.3% | +39.0% | +82.3% | +102.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling