+302.1%
WMB vs EW
+124.3%
+177.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.8% | +3.0% |
| 7D | +0.8% | -4.4% | +5.2% | +1.8% |
| 30D | +7.7% | -3.3% | +11.1% | +8.5% |
| 3M | +6.7% | +1.0% | +5.7% | +6.3% |
| 6M | +3.6% | +6.2% | -2.6% | +1.8% |
| YTD | +28.0% | +1.7% | +26.3% | +26.8% |
| 1Y | +37.6% | +8.1% | +29.5% | +34.2% |
| 3Y | +149.0% | +17.1% | +132.0% | +130.2% |
| 5Y | +285.3% | -29.4% | +314.7% | +297.1% |
| 10Y | +302.1% | +121.7% | +180.3% | +204.3% |
| All | +302.1% | +124.3% | +177.8% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EW 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling