+113.4%
WMB vs URI
+161.0%
-47.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.9% | -3.2% | +2.7% |
| 7D | -6.7% | -4.0% | -2.6% | -6.1% |
| 30D | -8.6% | +6.8% | -15.4% | -9.4% |
| 3M | -4.9% | -2.8% | -2.1% | -4.7% |
| 6M | -6.3% | +20.9% | -27.2% | -9.1% |
| YTD | +13.0% | +40.2% | -27.3% | +5.9% |
| 1Y | +14.9% | +34.1% | -19.2% | +8.6% |
| 3Y | +113.4% | +164.1% | -50.8% | +76.9% |
| All | +113.4% | +161.0% | -47.6% | +76.9% |
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