+2,970.9%
WMB vs O
+5,387.7%
-2,416.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.5% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | +3.3% | -1.9% | +5.1% | +4.1% |
| 3M | +3.1% | +3.8% | -0.7% | +1.0% |
| 6M | -0.7% | -4.7% | +4.0% | +1.2% |
| YTD | +25.2% | +12.5% | +12.7% | +17.9% |
| 1Y | +32.9% | +10.8% | +22.0% | +25.9% |
| 3Y | +140.6% | +28.8% | +111.8% | +109.1% |
| 5Y | +273.5% | +13.2% | +260.3% | +241.8% |
| 10Y | +334.2% | +53.5% | +280.8% | +233.6% |
| All | +2,970.9% | +5,387.7% | -2,416.8% | +619.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling