+295.4%
WMB vs UUUU
+495.2%
-199.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -2.4% |
| 7D | -1.7% | -5.0% | +3.4% | -1.1% |
| 30D | +0.7% | -7.8% | +8.5% | +1.4% |
| 3M | +1.5% | -0.4% | +2.0% | +0.8% |
| 6M | +0.1% | -32.9% | +33.0% | +2.7% |
| YTD | +22.9% | -6.3% | +29.2% | +19.8% |
| 1Y | +27.9% | +7.9% | +19.9% | +20.2% |
| 3Y | +139.1% | +85.2% | +54.0% | +100.0% |
| 5Y | +270.9% | +97.0% | +174.0% | +191.8% |
| All | +295.4% | +495.2% | -199.8% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling