+180.2%
WMB vs USB
+22.2%
+158.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -4.8% |
| 7D | -14.2% | -1.5% | -12.7% | -13.9% |
| 30D | -11.2% | +4.3% | -15.5% | -12.3% |
| 3M | -9.9% | -6.1% | -3.8% | -8.5% |
| 6M | -14.4% | +9.4% | -23.8% | -16.7% |
| YTD | +9.2% | +15.2% | -5.9% | +4.3% |
| 1Y | +15.1% | +32.8% | -17.7% | +5.3% |
| 3Y | +99.2% | +91.3% | +7.9% | +60.3% |
| 5Y | +180.2% | +22.7% | +157.6% | +154.3% |
| All | +180.2% | +22.2% | +158.1% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 5y: compounded portfolio wealth divided by compounded USB 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…
5y analysis · Full analysis span regression · 6 months rolling