+772.6%
WMB vs URI
+7,377.6%
-6,605.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -7.1% | +1.8% | -3.1% |
| 7D | -14.2% | -12.9% | -1.3% | -10.4% |
| 30D | -11.2% | -3.4% | -7.8% | -10.4% |
| 3M | -9.9% | -10.0% | +0.1% | -7.2% |
| 6M | -14.4% | +12.2% | -26.5% | -18.2% |
| YTD | +9.2% | +29.8% | -20.5% | -2.4% |
| 1Y | +15.1% | +24.6% | -9.5% | +4.0% |
| 3Y | +99.2% | +137.6% | -38.4% | +41.6% |
| 5Y | +180.2% | +176.6% | +3.6% | +82.7% |
| 10Y | +273.7% | +1,402.6% | -1,128.8% | +32.6% |
| All | +772.6% | +7,377.6% | -6,605.0% | +40.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling