+283.3%
WMB vs ED
+143.7%
+139.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | +8.1% | -1.7% | +9.8% | +8.5% |
| 30D | -6.9% | +10.7% | -17.6% | -9.2% |
| 3M | -5.1% | +11.6% | -16.7% | -7.6% |
| 6M | -5.7% | +13.5% | -19.2% | -8.6% |
| YTD | +18.1% | +23.1% | -5.1% | +12.3% |
| 1Y | +18.4% | +23.1% | -4.7% | +12.6% |
| 3Y | +122.7% | +47.9% | +74.8% | +101.7% |
| 5Y | +202.0% | +83.9% | +118.2% | +163.4% |
| All | +283.3% | +143.7% | +139.6% | +236.4% |
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