+699.9%
WMB vs TRGP
+2,291.1%
-1,591.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | 0.0% |
| 7D | +8.1% | +9.0% | -0.9% | +3.3% |
| 30D | -6.9% | +1.5% | -8.4% | -7.5% |
| 3M | -5.1% | +10.7% | -15.8% | -10.1% |
| 6M | -5.7% | +17.1% | -22.8% | -13.4% |
| YTD | +18.1% | +63.6% | -45.6% | -9.0% |
| 1Y | +18.4% | +77.0% | -58.6% | -12.4% |
| 3Y | +122.7% | +273.2% | -150.4% | +9.7% |
| 5Y | +202.0% | +508.6% | -306.6% | +13.3% |
| 10Y | +283.8% | +817.8% | -534.0% | -16.1% |
| All | +699.9% | +2,291.1% | -1,591.2% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling