+116.4%
WMB vs WY
-24.3%
+140.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.7% |
| 7D | -6.9% | +0.2% | -7.1% | -7.0% |
| 30D | -7.2% | +8.0% | -15.2% | -8.1% |
| 3M | -5.4% | -17.7% | +12.2% | -3.0% |
| 6M | -4.9% | -10.8% | +5.9% | -3.7% |
| YTD | +14.7% | -10.6% | +25.3% | +15.7% |
| 1Y | +14.7% | -5.7% | +20.4% | +14.6% |
| 3Y | +116.4% | -24.8% | +141.2% | +124.5% |
| All | +116.4% | -24.3% | +140.7% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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