+322.9%
WMB vs RF
+343.3%
-20.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +0.6% | +1.3% | -0.7% | 0.0% |
| 30D | +3.3% | -3.6% | +6.9% | +4.8% |
| 3M | +3.1% | +8.1% | -5.0% | -0.5% |
| 6M | -0.7% | +11.5% | -12.2% | -5.9% |
| YTD | +25.2% | +15.6% | +9.6% | +16.2% |
| 1Y | +32.9% | +15.7% | +17.2% | +22.9% |
| 3Y | +140.6% | +86.9% | +53.7% | +73.0% |
| 5Y | +273.5% | +89.8% | +183.6% | +152.4% |
| All | +322.9% | +343.3% | -20.5% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling