+23.7%
WMB vs TPR
+20.9%
+2.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.5% | -9.9% | -6.3% |
| 7D | -8.6% | +12.6% | -21.3% | -8.6% |
| 30D | -4.2% | +7.1% | -11.3% | -4.1% |
| 3M | -4.4% | -19.4% | +14.9% | -3.9% |
| 6M | -8.7% | -9.7% | +1.0% | -8.3% |
| YTD | +15.4% | -1.0% | +16.4% | +14.9% |
| 1Y | +23.7% | +19.3% | +4.4% | +18.9% |
| All | +23.7% | +20.9% | +2.9% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 1y: compounded portfolio wealth divided by compounded TPR 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…
1y analysis · Full analysis span regression · 6 months rolling