+14.0%
WMB vs URI
+26.0%
-12.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.3% |
| 7D | -13.8% | -9.8% | -4.0% | -13.2% |
| 30D | -10.3% | +1.7% | -12.1% | -10.1% |
| 3M | -10.1% | -9.1% | -1.0% | -9.6% |
| 6M | -11.8% | +9.9% | -21.7% | -11.6% |
| YTD | +8.9% | +31.2% | -22.3% | +6.8% |
| 1Y | +14.0% | +25.9% | -12.0% | +14.0% |
| All | +14.0% | +26.0% | -12.0% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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