+180.3%
WMB vs RF
+42.5%
+137.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -13.8% | -0.9% | -12.9% | -13.6% |
| 30D | -10.3% | +6.0% | -16.4% | -11.8% |
| 3M | -10.1% | -8.9% | -1.2% | -7.9% |
| 6M | -11.8% | +2.3% | -14.2% | -12.7% |
| YTD | +8.9% | +7.6% | +1.4% | +5.8% |
| 1Y | +14.0% | +21.2% | -7.2% | +6.8% |
| 3Y | +100.5% | +108.5% | -8.0% | +57.2% |
| All | +180.3% | +42.5% | +137.8% | +140.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling