+27.9%
WMB vs UUUU
+4.2%
+23.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -2.9% |
| 7D | -1.7% | -5.0% | +3.4% | -1.5% |
| 30D | +0.7% | -7.8% | +8.5% | +0.9% |
| 3M | +1.5% | -0.4% | +2.0% | +1.3% |
| 6M | +0.1% | -32.9% | +33.0% | +1.2% |
| YTD | +22.9% | -6.3% | +29.2% | +22.5% |
| 1Y | +27.9% | +7.9% | +19.9% | +29.0% |
| All | +27.9% | +4.2% | +23.7% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling