+282.8%
WMB vs ET
+240.9%
+41.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | 0.0% | +0.6% | -0.7% | -0.4% |
| 30D | +4.6% | +5.3% | -0.7% | +1.3% |
| 3M | +5.7% | +15.6% | -9.9% | -3.4% |
| 6M | +4.2% | +20.6% | -16.4% | -7.2% |
| YTD | +26.8% | +38.5% | -11.7% | +3.7% |
| 1Y | +34.7% | +35.7% | -1.0% | +11.4% |
| 3Y | +146.8% | +98.4% | +48.4% | +62.9% |
| All | +282.8% | +240.9% | +41.9% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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