+14.7%
WMB vs EXR
+26.0%
-11.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | -6.9% | +1.7% | -8.7% | -6.8% |
| 30D | -7.2% | +18.0% | -25.2% | -7.4% |
| 3M | -5.4% | +9.7% | -15.1% | -5.4% |
| 6M | -4.9% | +13.4% | -18.3% | -5.1% |
| YTD | +14.7% | +26.3% | -11.6% | +14.5% |
| 1Y | +14.7% | +27.6% | -12.8% | +15.2% |
| All | +14.7% | +26.0% | -11.3% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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