+116.4%
WMB vs EFX
+4.3%
+112.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -6.9% | +0.3% | -7.2% | -6.9% |
| 30D | -7.2% | +29.1% | -36.3% | -8.2% |
| 3M | -5.4% | +4.3% | -9.7% | -5.6% |
| 6M | -4.9% | +7.7% | -12.6% | -5.3% |
| YTD | +14.7% | -12.5% | +27.2% | +16.7% |
| 1Y | +14.7% | -8.8% | +23.5% | +15.9% |
| 3Y | +116.4% | +4.3% | +112.0% | +100.3% |
| All | +116.4% | +4.3% | +112.0% | +100.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling