+276.8%
WMB vs WCN
+32.3%
+244.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | +3.3% | +0.4% | +2.8% | +3.1% |
| 3M | +3.1% | +7.3% | -4.2% | +0.7% |
| 6M | -0.7% | -2.5% | +1.8% | -0.3% |
| YTD | +25.2% | -5.4% | +30.5% | +26.6% |
| 1Y | +32.9% | -8.5% | +41.3% | +35.9% |
| 3Y | +140.6% | +20.8% | +119.8% | +122.2% |
| All | +276.8% | +32.3% | +244.5% | +237.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling