+270.9%
WMB vs TDG
+125.9%
+145.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -1.7% | -2.7% | +1.0% | -1.1% |
| 30D | +0.7% | -9.3% | +10.0% | +3.0% |
| 3M | +1.5% | -7.1% | +8.6% | +2.9% |
| 6M | +0.1% | -11.2% | +11.2% | +2.1% |
| YTD | +22.9% | -15.3% | +38.2% | +26.5% |
| 1Y | +27.9% | -12.5% | +40.3% | +30.0% |
| 3Y | +139.1% | +51.2% | +87.9% | +102.7% |
| 5Y | +270.9% | +126.1% | +144.8% | +171.2% |
| All | +270.9% | +125.9% | +145.1% | +171.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling