+260.2%
WMB vs ONON
-24.2%
+284.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | 0.0% | -3.5% | +3.4% | +0.2% |
| 30D | +4.6% | -30.8% | +35.4% | +7.2% |
| 3M | +5.7% | -29.8% | +35.6% | +8.1% |
| 6M | +4.2% | -34.8% | +39.0% | +6.9% |
| YTD | +26.8% | -42.3% | +69.1% | +31.3% |
| 1Y | +34.7% | -39.5% | +74.2% | +38.5% |
| 3Y | +146.8% | -9.3% | +156.1% | +143.0% |
| All | +260.2% | -24.2% | +284.4% | +247.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling