+283.3%
WMB vs EME
+910.4%
-627.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.0% |
| 7D | +8.1% | +11.3% | -3.3% | +3.7% |
| 30D | -6.9% | -14.6% | +7.7% | -1.4% |
| 3M | -5.1% | -20.4% | +15.3% | +2.8% |
| 6M | -5.7% | -28.3% | +22.6% | +4.9% |
| YTD | +18.1% | +8.6% | +9.5% | +9.5% |
| 1Y | +18.4% | +3.2% | +15.2% | +11.9% |
| 3Y | +122.7% | +216.8% | -94.0% | +15.7% |
| 5Y | +202.0% | +417.5% | -215.4% | +18.0% |
| All | +283.3% | +910.4% | -627.1% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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