+67.8%
WMB vs TEM
+90.1%
-22.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.0% | -8.2% | -0.5% |
| 7D | -13.8% | +5.3% | -19.1% | -14.0% |
| 30D | -10.3% | +8.1% | -18.4% | -10.6% |
| 3M | -10.1% | +64.9% | -74.9% | -12.3% |
| 6M | -11.8% | +42.1% | -54.0% | -13.7% |
| YTD | +8.9% | +28.8% | -19.8% | +6.7% |
| 1Y | +14.0% | +5.5% | +8.5% | +12.8% |
| All | +67.8% | +90.1% | -22.4% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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