+149.0%
WMB vs ONON
-6.6%
+155.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.6% | +4.8% | +2.4% |
| 7D | +0.8% | -1.7% | +2.5% | +0.9% |
| 30D | +7.7% | -27.4% | +35.1% | +9.9% |
| 3M | +6.7% | -26.5% | +33.2% | +8.6% |
| 6M | +3.6% | -34.2% | +37.9% | +6.4% |
| YTD | +28.0% | -41.3% | +69.3% | +32.6% |
| 1Y | +37.6% | -39.7% | +77.3% | +42.0% |
| 3Y | +149.0% | -7.8% | +156.9% | +145.4% |
| All | +149.0% | -6.6% | +155.7% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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