+4,918.1%
WMB vs OMC
+6,533.5%
-1,615.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | -6.9% | +6.8% | -13.7% | -10.1% |
| 30D | -7.2% | +16.2% | -23.3% | -14.4% |
| 3M | -5.4% | +6.0% | -11.5% | -9.2% |
| 6M | -4.9% | +17.7% | -22.6% | -14.8% |
| YTD | +14.7% | +13.5% | +1.2% | +2.2% |
| 1Y | +14.7% | +27.2% | -12.5% | -4.3% |
| 3Y | +116.4% | +30.4% | +86.0% | +70.3% |
| 5Y | +198.5% | +53.5% | +145.0% | +105.4% |
| 10Y | +266.3% | +57.0% | +209.3% | +133.9% |
| All | +4,918.1% | +6,533.5% | -1,615.3% | +933.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling