+706.7%
ETN vs WMB
+307.8%
+398.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.6% |
| 7D | +3.5% | -1.0% | +4.6% | +4.0% |
| 30D | -7.5% | -0.4% | -7.1% | -7.5% |
| 3M | +8.3% | +3.2% | +5.1% | +6.3% |
| 6M | +20.2% | +0.1% | +20.1% | +19.2% |
| YTD | +34.7% | +23.9% | +10.8% | +20.8% |
| 1Y | +19.4% | +27.6% | -8.2% | +5.2% |
| 3Y | +85.5% | +141.9% | -56.4% | +22.2% |
| 5Y | +186.6% | +273.8% | -87.2% | +51.6% |
| All | +706.7% | +307.8% | +398.9% | +267.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling