+302.1%
WMB vs EMB
+29.2%
+272.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.4% |
| 7D | +0.8% | +0.3% | +0.5% | +0.4% |
| 30D | +7.7% | -0.5% | +8.2% | +8.3% |
| 3M | +6.7% | +0.3% | +6.4% | +6.0% |
| 6M | +3.6% | +1.2% | +2.5% | +1.6% |
| YTD | +28.0% | +1.5% | +26.5% | +25.0% |
| 1Y | +37.6% | +4.8% | +32.8% | +28.7% |
| 3Y | +149.0% | +30.4% | +118.7% | +72.9% |
| 5Y | +285.3% | +7.3% | +278.1% | +271.0% |
| 10Y | +302.1% | +29.7% | +272.4% | +186.7% |
| All | +302.1% | +29.2% | +272.8% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling