+295.4%
WMB vs TRU
+144.8%
+150.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -1.7% | -9.4% | +7.7% | +0.6% |
| 30D | +0.7% | -4.1% | +4.8% | +1.5% |
| 3M | +1.5% | +13.6% | -12.1% | -2.4% |
| 6M | +0.1% | +3.6% | -3.5% | -2.3% |
| YTD | +22.9% | -9.8% | +32.7% | +23.5% |
| 1Y | +27.9% | -13.6% | +41.5% | +29.3% |
| 3Y | +139.1% | -2.0% | +141.1% | +121.6% |
| 5Y | +270.9% | -35.8% | +306.7% | +294.0% |
| All | +295.4% | +144.8% | +150.6% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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