+488.0%
WMB vs EW
+6,974.1%
-6,486.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +3.3% | +1.0% | +2.2% | +2.9% |
| 3M | +3.1% | +2.8% | +0.3% | +2.1% |
| 6M | -0.7% | +5.5% | -6.2% | -2.8% |
| YTD | +25.2% | +5.5% | +19.7% | +22.2% |
| 1Y | +32.9% | +11.0% | +21.8% | +27.4% |
| 3Y | +140.6% | +17.7% | +122.9% | +117.0% |
| 5Y | +273.5% | -25.7% | +299.2% | +275.1% |
| 10Y | +334.2% | +132.8% | +201.4% | +183.5% |
| All | +488.0% | +6,974.1% | -6,486.1% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling