+47.0%
EEM vs WMB
+282.7%
-235.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.3% |
| 7D | +3.1% | +0.8% | +2.3% | +2.9% |
| 30D | +4.9% | +7.7% | -2.9% | +3.0% |
| 3M | +5.2% | +6.7% | -1.5% | +3.4% |
| 6M | +20.7% | +3.6% | +17.1% | +19.1% |
| YTD | +26.5% | +28.0% | -1.5% | +18.3% |
| 1Y | +37.8% | +37.6% | +0.2% | +26.2% |
| 3Y | +91.0% | +149.0% | -58.1% | +45.8% |
| 5Y | +47.0% | +285.3% | -238.3% | +1.2% |
| All | +47.0% | +282.7% | -235.6% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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