+278.8%
WMB vs RF
+89.8%
+188.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +0.6% | +1.3% | -0.7% | +0.2% |
| 30D | +3.3% | -3.6% | +6.9% | +4.3% |
| 3M | +3.1% | +8.1% | -5.0% | +0.8% |
| 6M | -0.7% | +11.5% | -12.2% | -4.0% |
| YTD | +25.2% | +15.6% | +9.6% | +19.3% |
| 1Y | +32.9% | +15.7% | +17.2% | +26.4% |
| 3Y | +140.6% | +86.9% | +53.7% | +94.3% |
| All | +278.8% | +89.8% | +188.9% | +186.1% |
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