+281.4%
WMB vs EAT
+320.8%
-39.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +7.8% | -4.0% | +11.8% | +8.6% |
| 30D | -5.1% | -2.9% | -2.2% | -5.0% |
| 3M | -4.7% | -16.9% | +12.2% | -2.0% |
| 6M | -7.4% | +57.0% | -64.4% | -16.7% |
| YTD | +17.5% | +38.2% | -20.7% | +7.1% |
| 1Y | +19.5% | +69.3% | -49.8% | +4.0% |
| 3Y | +121.3% | +483.0% | -361.7% | +40.8% |
| 5Y | +200.5% | +364.1% | -163.6% | +90.0% |
| All | +281.4% | +320.8% | -39.4% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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