+133.6%
WMB vs TRU
+243.2%
-109.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.1% |
| 7D | +8.1% | -2.2% | +10.3% | +8.7% |
| 30D | -6.9% | +20.2% | -27.0% | -12.1% |
| 3M | -5.1% | +2.2% | -7.3% | -6.7% |
| 6M | -5.7% | +17.6% | -23.3% | -12.0% |
| YTD | +18.1% | -5.0% | +23.0% | +15.8% |
| 1Y | +18.4% | -1.0% | +19.4% | +14.5% |
| 3Y | +122.7% | +56.5% | +66.2% | +71.4% |
| 5Y | +202.0% | -26.2% | +228.3% | +200.6% |
| 10Y | +283.8% | +184.5% | +99.3% | +69.1% |
| All | +133.6% | +243.2% | -109.6% | -5.1% |
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 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