+32.9%
WMB vs ETR
+23.8%
+9.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.6% | +1.4% | -0.9% | 0.0% |
| 30D | +3.3% | +1.0% | +2.3% | +2.9% |
| 3M | +3.1% | -1.3% | +4.4% | +3.8% |
| 6M | -0.7% | +1.9% | -2.6% | -0.5% |
| YTD | +25.2% | +18.2% | +7.0% | +18.9% |
| 1Y | +32.9% | +24.7% | +8.2% | +23.5% |
| All | +32.9% | +23.8% | +9.0% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 1y: compounded portfolio wealth divided by compounded ETR 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…
1y analysis · Full analysis span regression · 6 months rolling