+180.3%
WMB vs TRMB
-38.3%
+218.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.4% |
| 7D | -13.8% | -16.7% | +2.9% | -10.8% |
| 30D | -10.3% | -9.9% | -0.4% | -8.6% |
| 3M | -10.1% | -7.6% | -2.5% | -9.0% |
| 6M | -11.8% | -14.7% | +2.8% | -9.5% |
| YTD | +8.9% | -30.9% | +39.9% | +16.8% |
| 1Y | +14.0% | -31.3% | +45.3% | +22.2% |
| 3Y | +100.5% | +29.4% | +71.1% | +81.3% |
| All | +180.3% | -38.3% | +218.6% | +188.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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