+147.7%
WMB vs EOSE
+49.8%
+97.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | -0.8% |
| 7D | 0.0% | +15.0% | -15.0% | -0.4% |
| 30D | +4.6% | +2.5% | +2.1% | +4.4% |
| 3M | +5.7% | -33.7% | +39.5% | +6.6% |
| 6M | +4.2% | -32.7% | +36.9% | +4.3% |
| YTD | +26.8% | -63.8% | +90.6% | +28.8% |
| 1Y | +34.7% | -40.5% | +75.2% | +33.7% |
| All | +147.7% | +49.8% | +97.9% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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