+116.4%
WMB vs SPXU
-80.7%
+197.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.7% |
| 7D | -6.9% | +0.5% | -7.4% | -6.6% |
| 30D | -7.2% | +10.9% | -18.1% | -5.3% |
| 3M | -5.4% | +9.6% | -15.0% | -3.6% |
| 6M | -4.9% | -4.7% | -0.2% | -5.0% |
| YTD | +14.7% | -24.6% | +39.3% | +10.4% |
| 1Y | +14.7% | -24.7% | +39.4% | +10.6% |
| 3Y | +116.4% | -80.0% | +196.4% | +74.6% |
| All | +116.4% | -80.7% | +197.1% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling