+14.7%
WMB vs TW
+19.0%
-4.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.6% |
| 7D | -6.9% | +3.1% | -10.0% | -6.7% |
| 30D | -7.2% | +16.7% | -23.9% | -6.4% |
| 3M | -5.4% | +25.2% | -30.6% | -4.4% |
| 6M | -4.9% | +19.5% | -24.3% | -3.5% |
| YTD | +14.7% | +21.0% | -6.3% | +16.1% |
| All | +14.7% | +19.0% | -4.3% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 1y: compounded portfolio wealth divided by compounded TW 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…
1y analysis · Full analysis span regression · 6 months rolling