+100.5%
WMB vs O
+37.3%
+63.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -13.8% | +3.7% | -17.5% | -14.7% |
| 30D | -10.3% | +11.2% | -21.5% | -13.2% |
| 3M | -10.1% | -4.0% | -6.1% | -9.0% |
| 6M | -11.8% | -5.2% | -6.6% | -10.6% |
| YTD | +8.9% | +9.5% | -0.5% | +5.5% |
| 1Y | +14.0% | +10.6% | +3.4% | +10.0% |
| 3Y | +100.5% | +38.1% | +62.4% | +81.6% |
| All | +100.5% | +37.3% | +63.2% | +81.6% |
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