+313.2%
WMB vs WCN
+235.4%
+77.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.4% |
| 7D | 0.0% | -1.7% | +1.7% | +0.7% |
| 30D | +4.6% | -3.0% | +7.6% | +5.9% |
| 3M | +5.7% | +2.5% | +3.2% | +4.2% |
| 6M | +4.2% | -5.7% | +9.9% | +6.2% |
| YTD | +26.8% | -7.4% | +34.3% | +29.9% |
| 1Y | +34.7% | -8.6% | +43.3% | +38.3% |
| 3Y | +146.8% | +19.4% | +127.4% | +119.3% |
| 5Y | +285.0% | +27.2% | +257.8% | +225.4% |
| 10Y | +313.2% | +238.5% | +74.7% | +128.1% |
| All | +313.2% | +235.4% | +77.8% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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