+230.2%
EWY vs WMB
+148.7%
+81.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | 0.0% |
| 7D | +8.0% | +0.8% | +7.2% | +7.8% |
| 30D | +14.3% | +7.7% | +6.6% | +12.0% |
| 3M | +2.3% | +6.7% | -4.4% | +0.4% |
| 6M | +49.9% | +3.6% | +46.2% | +47.5% |
| YTD | +95.3% | +28.0% | +67.3% | +81.5% |
| 1Y | +161.7% | +37.6% | +124.1% | +137.5% |
| 3Y | +230.2% | +149.0% | +81.1% | +149.5% |
| All | +230.2% | +148.7% | +81.4% | +149.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling