+27.6%
WMB vs OSCR
+64.1%
-36.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.8% |
| 7D | -1.0% | +1.6% | -2.7% | -1.0% |
| 30D | -0.4% | +10.7% | -11.1% | -0.5% |
| 3M | +3.2% | +13.4% | -10.1% | +3.2% |
| 6M | +0.1% | +144.6% | -144.5% | -1.8% |
| YTD | +23.9% | +128.0% | -104.2% | +21.3% |
| 1Y | +27.6% | +68.7% | -41.1% | +26.8% |
| All | +27.6% | +64.1% | -36.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling