+852.9%
WMB vs ET
+1,435.0%
-582.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | 0.0% |
| 7D | +0.6% | +0.9% | -0.3% | 0.0% |
| 30D | +3.3% | +7.5% | -4.2% | -1.4% |
| 3M | +3.1% | +11.4% | -8.3% | -3.9% |
| 6M | -0.7% | +18.5% | -19.2% | -11.1% |
| YTD | +25.2% | +37.4% | -12.2% | +1.7% |
| 1Y | +32.9% | +30.9% | +1.9% | +11.3% |
| 3Y | +140.6% | +98.7% | +41.8% | +52.1% |
| 5Y | +273.5% | +230.7% | +42.7% | +65.0% |
| 10Y | +334.2% | +175.6% | +158.6% | +80.6% |
| All | +852.9% | +1,435.0% | -582.1% | -38.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling