+27.9%
WMB vs EAT
+38.2%
-10.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | -1.7% | -6.2% | +4.5% | -1.8% |
| 30D | +0.7% | -3.0% | +3.7% | +0.6% |
| 3M | +1.5% | +45.6% | -44.1% | +1.7% |
| 6M | +0.1% | +53.5% | -53.5% | +0.5% |
| YTD | +22.9% | +49.6% | -26.7% | +23.0% |
| 1Y | +27.9% | +38.9% | -11.1% | +33.3% |
| All | +27.9% | +38.2% | -10.3% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling