+995.7%
WMB vs TDG
+13,063.4%
-12,067.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.7% | +3.0% |
| 7D | +0.8% | -0.9% | +1.7% | +1.2% |
| 30D | +7.7% | -6.5% | +14.3% | +11.2% |
| 3M | +6.7% | -5.1% | +11.8% | +8.5% |
| 6M | +3.6% | -11.5% | +15.2% | +8.0% |
| YTD | +28.0% | -13.9% | +41.9% | +34.3% |
| 1Y | +37.6% | -11.5% | +49.1% | +41.6% |
| 3Y | +149.0% | +53.7% | +95.4% | +86.8% |
| 5Y | +285.3% | +135.5% | +149.8% | +121.2% |
| 10Y | +302.1% | +535.2% | -233.1% | +19.8% |
| All | +995.7% | +13,063.4% | -12,067.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling