+692.1%
WMB vs WU
-20.2%
+712.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.6% |
| 7D | -13.8% | +11.7% | -25.5% | -18.4% |
| 30D | -10.3% | +12.6% | -22.9% | -15.7% |
| 3M | -10.1% | -0.5% | -9.6% | -11.1% |
| 6M | -11.8% | -18.2% | +6.3% | -7.0% |
| YTD | +8.9% | -19.0% | +27.9% | +14.1% |
| 1Y | +14.0% | -16.7% | +30.6% | +17.2% |
| 3Y | +100.5% | -21.0% | +121.5% | +101.5% |
| 5Y | +179.5% | -41.7% | +221.2% | +212.5% |
| 10Y | +272.7% | -35.0% | +307.8% | +265.8% |
| All | +692.1% | -20.2% | +712.3% | +518.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 all: compounded portfolio wealth divided by compounded WU 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…
all analysis · Full analysis span regression · 6 months rolling