+142.3%
WMB vs URI
+113.1%
+29.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | +0.6% | -2.0% | +2.5% | +0.8% |
| 30D | +3.3% | -12.9% | +16.2% | +5.2% |
| 3M | +3.1% | -6.7% | +9.9% | +3.9% |
| 6M | -0.7% | +19.0% | -19.7% | -4.0% |
| YTD | +25.2% | +25.5% | -0.4% | +18.9% |
| 1Y | +32.9% | +5.5% | +27.3% | +30.7% |
| All | +142.3% | +113.1% | +29.2% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling