+285.0%
WMB vs TRGP
+639.4%
-354.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.3% |
| 7D | 0.0% | -0.7% | +0.7% | +0.4% |
| 30D | +4.6% | +9.5% | -4.9% | -0.7% |
| 3M | +5.7% | +10.8% | -5.1% | -0.6% |
| 6M | +4.2% | +25.3% | -21.1% | -8.6% |
| YTD | +26.8% | +60.3% | -33.4% | -3.1% |
| 1Y | +34.7% | +84.6% | -49.9% | -5.5% |
| 3Y | +146.8% | +264.4% | -117.6% | +14.2% |
| 5Y | +285.0% | +636.6% | -351.6% | +12.4% |
| All | +285.0% | +639.4% | -354.4% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling