+288.5%
WMB vs TRU
-35.9%
+324.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.1% | +2.6% |
| 7D | +0.8% | -7.2% | +8.0% | +1.5% |
| 30D | +7.7% | -2.8% | +10.5% | +7.9% |
| 3M | +6.7% | +13.0% | -6.3% | +4.8% |
| 6M | +3.6% | +0.7% | +3.0% | +3.0% |
| YTD | +28.0% | -9.0% | +37.0% | +28.6% |
| 1Y | +37.6% | -16.3% | +53.9% | +39.7% |
| 3Y | +149.0% | -1.1% | +150.1% | +142.0% |
| All | +288.5% | -35.9% | +324.4% | +284.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling