+4,843.0%
WMB vs ED
+2,457.0%
+2,386.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | -6.7% | -0.1% | -6.6% | -6.8% |
| 30D | -8.6% | +11.6% | -20.1% | -13.6% |
| 3M | -4.9% | +10.5% | -15.5% | -9.8% |
| 6M | -6.3% | +13.2% | -19.5% | -12.2% |
| YTD | +13.0% | +22.1% | -9.2% | +1.8% |
| 1Y | +14.9% | +24.2% | -9.2% | +2.6% |
| 3Y | +113.4% | +46.9% | +66.5% | +71.9% |
| 5Y | +190.2% | +80.8% | +109.3% | +108.3% |
| 10Y | +259.9% | +134.3% | +125.6% | +103.3% |
| All | +4,843.0% | +2,457.0% | +2,386.0% | +695.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling