+295.4%
WMB vs TRI
+191.2%
+104.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.8% |
| 7D | -1.7% | -14.4% | +12.7% | +1.8% |
| 30D | +0.7% | -8.1% | +8.8% | +2.3% |
| 3M | +1.5% | +17.5% | -16.0% | -4.5% |
| 6M | +0.1% | -5.0% | +5.0% | -0.7% |
| YTD | +22.9% | -24.7% | +47.6% | +31.3% |
| 1Y | +27.9% | -41.5% | +69.4% | +51.0% |
| 3Y | +139.1% | -20.3% | +159.5% | +139.9% |
| 5Y | +270.9% | -10.9% | +281.9% | +245.5% |
| All | +295.4% | +191.2% | +104.1% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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