+263.0%
WMB vs EQT
+197.4%
+65.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | -1.7% | -1.2% | -0.5% | -1.3% |
| 30D | +0.7% | +1.1% | -0.4% | +0.3% |
| 3M | +1.5% | +4.8% | -3.3% | -0.2% |
| 6M | +0.1% | -10.6% | +10.6% | +3.4% |
| YTD | +22.9% | +3.4% | +19.5% | +20.7% |
| 1Y | +27.9% | +8.7% | +19.2% | +23.1% |
| 3Y | +139.1% | +35.0% | +104.2% | +111.5% |
| All | +263.0% | +197.4% | +65.7% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling