+302.1%
WMB vs ED
+104.2%
+197.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.1% |
| 7D | +0.8% | +0.5% | +0.3% | +0.7% |
| 30D | +7.7% | +1.1% | +6.6% | +7.4% |
| 3M | +6.7% | +4.6% | +2.1% | +5.6% |
| 6M | +3.6% | -2.0% | +5.6% | +4.0% |
| YTD | +28.0% | +11.7% | +16.3% | +24.8% |
| 1Y | +37.6% | +15.7% | +21.9% | +33.0% |
| 3Y | +149.0% | +34.4% | +114.7% | +130.8% |
| 5Y | +285.3% | +67.3% | +218.0% | +243.5% |
| 10Y | +302.1% | +104.0% | +198.0% | +247.7% |
| All | +302.1% | +104.2% | +197.9% | +247.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling