+34.7%
WMB vs ETR
+26.7%
+8.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.4% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | +4.6% | +2.0% | +2.5% | +3.8% |
| 3M | +5.7% | -1.7% | +7.4% | +6.6% |
| 6M | +4.2% | +3.6% | +0.6% | +3.8% |
| YTD | +26.8% | +18.0% | +8.8% | +20.7% |
| 1Y | +34.7% | +26.2% | +8.4% | +28.2% |
| All | +34.7% | +26.7% | +8.0% | +28.2% |
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