+281.4%
WMB vs EW
+254.3%
+27.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | +7.8% | +4.9% | +2.9% | +6.7% |
| 30D | -5.1% | +23.9% | -29.0% | -9.5% |
| 3M | -4.7% | +15.8% | -20.5% | -7.9% |
| 6M | -7.4% | +31.7% | -39.1% | -13.2% |
| YTD | +17.5% | +25.7% | -8.2% | +10.9% |
| 1Y | +19.5% | +24.4% | -5.0% | +13.0% |
| 3Y | +121.3% | +65.9% | +55.4% | +87.8% |
| 5Y | +200.5% | -7.6% | +208.1% | +191.3% |
| All | +281.4% | +254.3% | +27.0% | +166.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling