+854.3%
EEM vs WMB
+3,950.9%
-3,096.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +2.3% | +0.6% | +1.8% | +2.1% |
| 30D | +4.5% | +3.3% | +1.3% | +3.0% |
| 3M | -0.1% | +3.1% | -3.2% | -1.7% |
| 6M | +16.9% | -0.7% | +17.7% | +16.3% |
| YTD | +26.2% | +25.2% | +1.1% | +14.9% |
| 1Y | +40.5% | +32.9% | +7.6% | +24.6% |
| 3Y | +86.2% | +140.6% | -54.4% | +29.5% |
| 5Y | +45.5% | +273.5% | -228.0% | -16.0% |
| 10Y | +128.6% | +334.2% | -205.6% | +13.7% |
| All | +854.3% | +3,950.9% | -3,096.6% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling