+206.8%
WMB vs TPG
+74.1%
+132.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | -1.8% | -9.4% | +7.7% | -0.2% |
| 30D | -1.2% | -5.3% | +4.1% | -0.5% |
| 3M | +2.5% | +12.9% | -10.5% | 0.0% |
| 6M | -0.7% | +20.1% | -20.7% | -4.5% |
| YTD | +23.0% | -22.5% | +45.5% | +27.6% |
| 1Y | +26.7% | -19.7% | +46.4% | +30.0% |
| 3Y | +140.2% | +81.2% | +59.0% | +105.6% |
| All | +206.8% | +74.1% | +132.7% | +159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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