+14.7%
WMB vs REPL
+175.2%
-160.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.5% |
| 7D | -6.9% | +12.7% | -19.6% | -7.0% |
| 30D | -7.2% | +73.5% | -80.6% | -7.4% |
| 3M | -5.4% | +70.3% | -75.7% | -5.6% |
| 6M | -4.9% | +472.0% | -476.9% | -4.6% |
| YTD | +14.7% | +139.5% | -124.8% | +15.9% |
| 1Y | +14.7% | +167.3% | -152.6% | +13.9% |
| All | +14.7% | +175.2% | -160.5% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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