+425.3%
WMB vs OPEN
-71.4%
+496.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.3% |
| 7D | +0.8% | +1.0% | -0.2% | +0.8% |
| 30D | +7.7% | -11.9% | +19.6% | +8.0% |
| 3M | +6.7% | -28.8% | +35.5% | +7.3% |
| 6M | +3.6% | -38.6% | +42.2% | +4.5% |
| YTD | +28.0% | -47.3% | +75.3% | +29.3% |
| 1Y | +37.6% | -49.2% | +86.8% | +37.7% |
| 3Y | +149.0% | -18.8% | +167.8% | +137.3% |
| 5Y | +285.3% | -83.6% | +368.9% | +265.2% |
| All | +425.3% | -71.4% | +496.7% | +366.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded OPEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling