+32.9%
WMB vs TDG
-9.4%
+42.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | +0.2% |
| 7D | +0.6% | -2.0% | +2.6% | +0.4% |
| 30D | +3.3% | -7.4% | +10.6% | +2.5% |
| 3M | +3.1% | -5.4% | +8.5% | +2.8% |
| 6M | -0.7% | -11.6% | +10.9% | -1.4% |
| YTD | +25.2% | -12.6% | +37.8% | +23.2% |
| 1Y | +32.9% | -9.3% | +42.2% | +32.0% |
| All | +32.9% | -9.4% | +42.3% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling