+281.4%
WMB vs RUN
+68.6%
+212.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | +7.8% | -13.5% | +21.3% | +8.9% |
| 30D | -5.1% | +18.3% | -23.4% | -6.6% |
| 3M | -4.7% | -12.5% | +7.8% | -4.3% |
| 6M | -7.4% | -40.3% | +32.9% | -4.7% |
| YTD | +17.5% | -53.1% | +70.6% | +21.4% |
| 1Y | +19.5% | -54.3% | +73.7% | +23.5% |
| 3Y | +121.3% | -6.5% | +127.8% | +89.4% |
| 5Y | +200.5% | -85.3% | +285.8% | +204.4% |
| All | +281.4% | +68.6% | +212.8% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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