+143.8%
EWY vs WMB
+30.1%
+113.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.7% |
| 7D | +1.2% | -1.7% | +2.9% | +1.6% |
| 30D | +9.3% | +0.7% | +8.6% | +9.0% |
| 3M | +2.4% | +1.5% | +0.9% | +2.1% |
| 6M | +40.3% | +0.1% | +40.2% | +38.6% |
| YTD | +88.0% | +22.9% | +65.1% | +78.5% |
| 1Y | +143.8% | +27.9% | +116.0% | +137.1% |
| All | +143.8% | +30.1% | +113.7% | +137.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling