+285.3%
WMB vs EWT
+154.5%
+130.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.8% | +2.4% |
| 7D | +0.8% | +1.6% | -0.8% | +0.4% |
| 30D | +7.7% | +8.2% | -0.5% | +5.6% |
| 3M | +6.7% | +11.1% | -4.4% | +3.2% |
| 6M | +3.6% | +60.4% | -56.8% | -11.5% |
| YTD | +28.0% | +75.6% | -47.6% | +5.8% |
| 1Y | +37.6% | +91.3% | -53.7% | +10.2% |
| 3Y | +149.0% | +200.3% | -51.3% | +63.7% |
| 5Y | +285.3% | +156.4% | +128.9% | +157.2% |
| All | +285.3% | +154.5% | +130.8% | +157.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling