+23.7%
WMB vs EFX
-7.5%
+31.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.4% | -8.8% | -6.0% |
| 7D | -8.6% | +9.2% | -17.8% | -7.5% |
| 30D | -4.2% | +34.8% | -39.0% | -0.4% |
| 3M | -4.4% | +8.8% | -13.2% | -3.1% |
| 6M | -8.7% | +12.3% | -21.0% | -6.7% |
| YTD | +15.4% | -10.6% | +26.0% | +18.4% |
| 1Y | +23.7% | -6.7% | +30.5% | +26.1% |
| All | +23.7% | -7.5% | +31.3% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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