+313.2%
WMB vs EWT
+510.6%
-197.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | 0.0% | +2.1% | -2.1% | -1.0% |
| 30D | +4.6% | +9.4% | -4.8% | +0.2% |
| 3M | +5.7% | +10.9% | -5.1% | -0.6% |
| 6M | +4.2% | +57.9% | -53.7% | -19.8% |
| YTD | +26.8% | +75.9% | -49.1% | -8.3% |
| 1Y | +34.7% | +89.7% | -55.0% | -7.1% |
| 3Y | +146.8% | +200.9% | -54.1% | +24.2% |
| 5Y | +285.0% | +154.5% | +130.5% | +112.7% |
| 10Y | +313.2% | +520.8% | -207.6% | +15.8% |
| All | +313.2% | +510.6% | -197.4% | +15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling