+295.4%
WMB vs TRGP
+868.8%
-573.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -1.7% | -0.6% | -1.1% | -1.4% |
| 30D | +0.7% | +10.0% | -9.3% | -3.8% |
| 3M | +1.5% | +7.6% | -6.1% | -2.2% |
| 6M | +0.1% | +26.8% | -26.7% | -10.8% |
| YTD | +22.9% | +60.6% | -37.6% | -2.0% |
| 1Y | +27.9% | +82.5% | -54.6% | -4.5% |
| 3Y | +139.1% | +265.0% | -125.9% | +27.6% |
| 5Y | +270.9% | +645.9% | -375.0% | +41.0% |
| All | +295.4% | +868.8% | -573.4% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling