+121.3%
WMB vs UUUU
-17.1%
+138.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.4% |
| 7D | +7.8% | -1.1% | +8.9% | +7.8% |
| 30D | -5.1% | -21.0% | +15.9% | -3.8% |
| 3M | -4.7% | -54.8% | +50.1% | -0.4% |
| 6M | -7.4% | -67.3% | +59.9% | -1.5% |
| YTD | +17.5% | -54.7% | +72.1% | +20.7% |
| 1Y | +19.5% | -57.4% | +76.9% | +23.0% |
| 3Y | +121.3% | -19.6% | +140.9% | +103.4% |
| All | +121.3% | -17.1% | +138.4% | +103.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling