+5,065.4%
WMB vs EFX
+6,765.9%
-1,700.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.1% |
| 7D | +8.1% | -3.6% | +11.7% | +9.5% |
| 30D | -6.9% | +25.3% | -32.2% | -15.1% |
| 3M | -5.1% | +3.8% | -8.9% | -7.9% |
| 6M | -5.7% | +12.7% | -18.4% | -12.5% |
| YTD | +18.1% | -13.1% | +31.2% | +18.5% |
| 1Y | +18.4% | -9.3% | +27.7% | +16.7% |
| 3Y | +122.7% | +3.5% | +119.2% | +98.7% |
| 5Y | +202.0% | -30.6% | +232.7% | +202.8% |
| 10Y | +283.8% | +80.2% | +203.6% | +140.7% |
| All | +5,065.4% | +6,765.9% | -1,700.5% | +1,190.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling