+147.6%
WMB vs TRU
+238.0%
-90.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.1% | +1.8% |
| 7D | +0.6% | -6.8% | +7.3% | +2.4% |
| 30D | +3.3% | 0.0% | +3.2% | +3.0% |
| 3M | +3.1% | +13.3% | -10.2% | -1.5% |
| 6M | -0.7% | +3.4% | -4.1% | -3.4% |
| YTD | +25.2% | -6.4% | +31.5% | +24.4% |
| 1Y | +32.9% | -9.7% | +42.6% | +32.5% |
| 3Y | +140.6% | +0.1% | +140.4% | +118.2% |
| 5Y | +273.5% | -34.0% | +307.5% | +294.2% |
| 10Y | +334.2% | +147.9% | +186.3% | +111.5% |
| All | +147.6% | +238.0% | -90.4% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling