+113.4%
WMB vs RUN
-8.5%
+121.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +3.7% |
| 7D | -6.7% | +18.1% | -24.7% | -6.8% |
| 30D | -8.6% | +27.5% | -36.0% | -8.8% |
| 3M | -4.9% | -4.5% | -0.4% | -4.9% |
| 6M | -6.3% | -33.3% | +27.0% | -5.9% |
| YTD | +13.0% | -47.1% | +60.0% | +13.4% |
| 1Y | +14.9% | -43.1% | +58.1% | +15.2% |
| 3Y | +113.4% | -3.0% | +116.4% | +101.8% |
| All | +113.4% | -8.5% | +121.8% | +101.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling