+197.2%
WMB vs TRGP
+495.9%
-298.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.7% | -1.6% | +0.1% |
| 7D | +1.6% | +2.4% | -0.8% | +0.2% |
| 30D | -7.1% | +0.8% | -7.9% | -7.5% |
| 3M | -4.0% | +10.4% | -14.4% | -9.3% |
| 6M | -5.7% | +16.3% | -22.0% | -13.7% |
| YTD | +17.2% | +61.1% | -43.9% | -10.7% |
| 1Y | +17.2% | +71.6% | -54.4% | -13.8% |
| 3Y | +121.1% | +267.5% | -146.4% | +2.2% |
| 5Y | +197.2% | +488.1% | -291.0% | -0.1% |
| All | +197.2% | +495.9% | -298.7% | -0.1% |
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