+266.3%
WMB vs EAT
+328.6%
-62.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +2.3% |
| 7D | -6.9% | -5.9% | -1.0% | -6.0% |
| 30D | -7.2% | +0.7% | -7.8% | -7.7% |
| 3M | -5.4% | -14.2% | +8.8% | -3.5% |
| 6M | -4.9% | +40.7% | -45.6% | -12.6% |
| YTD | +14.7% | +36.0% | -21.3% | +4.9% |
| 1Y | +14.7% | +83.1% | -68.3% | -1.9% |
| 3Y | +116.4% | +474.8% | -358.4% | +38.1% |
| 5Y | +198.5% | +347.6% | -149.1% | +90.4% |
| 10Y | +266.3% | +321.5% | -55.2% | +71.9% |
| All | +266.3% | +328.6% | -62.3% | +71.9% |
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