+293.2%
WMB vs ED
+102.4%
+190.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.4% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | +3.3% | -0.1% | +3.4% | +3.3% |
| 3M | +3.1% | +3.9% | -0.8% | +2.2% |
| 6M | -0.7% | -3.0% | +2.3% | -0.1% |
| YTD | +25.2% | +10.7% | +14.5% | +22.3% |
| 1Y | +32.9% | +13.3% | +19.5% | +29.0% |
| 3Y | +140.6% | +34.5% | +106.1% | +122.9% |
| 5Y | +273.5% | +67.1% | +206.3% | +233.2% |
| All | +293.2% | +102.4% | +190.8% | +240.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling