+395.7%
EFA vs WMB
+620.7%
-225.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | +0.9% | +3.3% | -2.4% | +0.2% |
| 3M | +4.9% | +3.1% | +1.7% | +4.1% |
| 6M | +8.6% | -0.7% | +9.3% | +8.3% |
| YTD | +14.6% | +25.2% | -10.5% | +9.8% |
| 1Y | +22.6% | +32.9% | -10.2% | +16.1% |
| 3Y | +66.5% | +140.6% | -74.0% | +41.6% |
| 5Y | +54.5% | +273.5% | -218.9% | +21.4% |
| 10Y | +144.8% | +334.2% | -189.4% | +81.4% |
| All | +395.7% | +620.7% | -225.0% | +201.4% |
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