+2,952.7%
WMB vs TRI
+561.6%
+2,391.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.6% | +3.0% |
| 7D | +0.6% | -0.5% | +1.1% | +0.5% |
| 30D | +3.3% | +7.9% | -4.6% | -1.7% |
| 3M | +3.1% | +24.1% | -20.9% | -11.7% |
| 6M | -0.7% | +3.8% | -4.5% | -8.9% |
| YTD | +25.2% | -16.9% | +42.0% | +27.4% |
| 1Y | +32.9% | -38.4% | +71.3% | +62.2% |
| 3Y | +140.6% | -12.2% | +152.8% | +124.8% |
| 5Y | +273.5% | -1.8% | +275.2% | +213.5% |
| 10Y | +334.2% | +207.6% | +126.6% | +55.5% |
| All | +2,952.7% | +561.6% | +2,391.0% | +488.3% |
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