+280.9%
WMB vs OMC
+57.3%
+223.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.1% |
| 30D | -7.1% | +15.3% | -22.4% | -11.5% |
| 3M | -4.0% | +4.5% | -8.5% | -5.9% |
| 6M | -5.7% | +20.8% | -26.5% | -12.8% |
| YTD | +17.2% | +13.5% | +3.7% | +9.2% |
| 1Y | +17.2% | +25.2% | -8.0% | +4.7% |
| 3Y | +121.1% | +30.5% | +90.6% | +86.9% |
| 5Y | +197.2% | +52.7% | +144.5% | +123.2% |
| 10Y | +280.9% | +55.2% | +225.7% | +169.8% |
| All | +280.9% | +57.3% | +223.6% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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