+285.3%
WMB vs OMC
+32.6%
+252.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.5% |
| 7D | +0.8% | -5.8% | +6.6% | +1.6% |
| 30D | +7.7% | -4.8% | +12.5% | +8.4% |
| 3M | +6.7% | +9.2% | -2.5% | +4.7% |
| 6M | +3.6% | -2.5% | +6.1% | +3.7% |
| YTD | +28.0% | +2.6% | +25.4% | +26.4% |
| 1Y | +37.6% | +5.9% | +31.7% | +34.5% |
| 3Y | +149.0% | +14.2% | +134.8% | +133.3% |
| 5Y | +285.3% | +33.2% | +252.1% | +222.3% |
| All | +285.3% | +32.6% | +252.7% | +222.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling