+313.2%
WMB vs SPXU
-99.5%
+412.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.5% |
| 7D | 0.0% | +1.3% | -1.3% | +0.3% |
| 30D | +4.6% | +5.1% | -0.5% | +6.1% |
| 3M | +5.7% | -9.1% | +14.9% | +3.2% |
| 6M | +4.2% | -29.6% | +33.8% | -5.0% |
| YTD | +26.8% | -27.7% | +54.5% | +16.8% |
| 1Y | +34.7% | -37.0% | +71.6% | +19.6% |
| 3Y | +146.8% | -80.2% | +227.0% | +67.3% |
| 5Y | +285.0% | -86.0% | +371.0% | +164.1% |
| 10Y | +313.2% | -99.5% | +412.7% | +14.7% |
| All | +313.2% | -99.5% | +412.7% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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