+259.9%
WMB vs TT
+782.6%
-522.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -1.0% | +1.8% |
| 7D | -6.7% | +1.7% | -8.4% | -7.3% |
| 30D | -8.6% | -11.8% | +3.3% | -3.8% |
| 3M | -4.9% | -12.6% | +7.7% | +0.2% |
| 6M | -6.3% | -9.4% | +3.1% | -3.3% |
| YTD | +13.0% | +8.8% | +4.2% | +6.8% |
| 1Y | +14.9% | -2.5% | +17.5% | +13.8% |
| 3Y | +113.4% | +95.7% | +17.7% | +49.6% |
| 5Y | +190.2% | +135.7% | +54.4% | +80.1% |
| 10Y | +259.9% | +750.6% | -490.8% | +22.8% |
| All | +259.9% | +782.6% | -522.7% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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