+100.5%
WMB vs TT
+89.7%
+10.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.6% | -0.9% |
| 7D | -13.8% | -2.0% | -11.8% | -13.3% |
| 30D | -10.3% | -14.0% | +3.7% | -7.0% |
| 3M | -10.1% | -15.9% | +5.8% | -6.3% |
| 6M | -11.8% | -17.3% | +5.5% | -8.1% |
| YTD | +8.9% | +4.0% | +5.0% | +6.3% |
| 1Y | +14.0% | -7.1% | +21.1% | +14.9% |
| 3Y | +100.5% | +90.2% | +10.3% | +85.1% |
| All | +100.5% | +89.7% | +10.8% | +85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling