+147.7%
WMB vs TDG
+50.2%
+97.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.6% |
| 7D | 0.0% | -2.4% | +2.4% | +0.3% |
| 30D | +4.6% | -8.0% | +12.6% | +5.9% |
| 3M | +5.7% | -10.5% | +16.2% | +7.3% |
| 6M | +4.2% | -11.9% | +16.1% | +5.9% |
| YTD | +26.8% | -15.4% | +42.2% | +29.3% |
| 1Y | +34.7% | -14.2% | +48.9% | +36.6% |
| All | +147.7% | +50.2% | +97.6% | +122.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling