+2,758.0%
WMB vs TRI
+581.4%
+2,176.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.0% |
| 7D | +1.6% | -7.2% | +8.7% | +5.2% |
| 30D | -7.1% | +4.4% | -11.5% | -10.9% |
| 3M | -4.0% | +4.5% | -8.5% | -9.5% |
| 6M | -5.7% | +23.7% | -29.4% | -22.7% |
| YTD | +17.2% | -14.4% | +31.6% | +14.3% |
| 1Y | +17.2% | -17.4% | +34.6% | +16.7% |
| 3Y | +121.1% | -11.0% | +132.0% | +100.2% |
| 5Y | +197.2% | +0.7% | +196.5% | +140.5% |
| 10Y | +280.9% | +224.0% | +56.9% | +28.8% |
| All | +2,758.0% | +581.4% | +2,176.6% | +427.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling