+5,376.0%
WMB vs EFX
+6,408.3%
-1,032.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.4% | +6.5% | +2.4% |
| 7D | +0.6% | -8.6% | +9.2% | +3.8% |
| 30D | +3.3% | +0.1% | +3.2% | +2.7% |
| 3M | +3.1% | +3.8% | -0.7% | +0.2% |
| 6M | -0.7% | -13.5% | +12.8% | +2.1% |
| YTD | +25.2% | -17.7% | +42.8% | +29.7% |
| 1Y | +32.9% | -25.6% | +58.4% | +42.1% |
| 3Y | +140.6% | -12.1% | +152.6% | +130.8% |
| 5Y | +273.5% | -33.8% | +307.3% | +284.2% |
| 10Y | +334.2% | +45.1% | +289.1% | +200.8% |
| All | +5,376.0% | +6,408.3% | -1,032.2% | +1,312.6% |
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