+23.7%
WMB vs EWT
+54.0%
-30.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.2% | -5.2% | -6.3% |
| 7D | -8.6% | -10.9% | +2.3% | -8.0% |
| 30D | -4.2% | -17.7% | +13.6% | -3.3% |
| 3M | -4.4% | -5.0% | +0.6% | -3.9% |
| 6M | -8.7% | +7.4% | -16.1% | -9.5% |
| YTD | +15.4% | +52.8% | -37.4% | +7.8% |
| 1Y | +23.7% | +55.2% | -31.4% | +15.4% |
| All | +23.7% | +54.0% | -30.2% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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