+281.4%
WMB vs WCN
+322.1%
-40.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +7.8% | +2.6% | +5.2% | +6.8% |
| 30D | -5.1% | +23.9% | -29.0% | -13.7% |
| 3M | -4.7% | +17.4% | -22.1% | -11.5% |
| 6M | -7.4% | +28.0% | -35.4% | -17.4% |
| YTD | +17.5% | +11.6% | +5.9% | +10.6% |
| 1Y | +19.5% | +16.9% | +2.6% | +9.9% |
| 3Y | +121.3% | +51.6% | +69.7% | +76.5% |
| 5Y | +200.5% | +48.0% | +152.5% | +139.1% |
| All | +281.4% | +322.1% | -40.7% | +111.0% |
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