+14.0%
WMB vs EXR
+26.1%
-12.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -13.8% | +5.2% | -19.0% | -13.8% |
| 30D | -10.3% | +20.9% | -31.2% | -10.7% |
| 3M | -10.1% | +7.7% | -17.8% | -9.9% |
| 6M | -11.8% | +13.2% | -25.0% | -12.0% |
| YTD | +8.9% | +26.5% | -17.5% | +8.8% |
| 1Y | +14.0% | +27.2% | -13.2% | +14.4% |
| All | +14.0% | +26.1% | -12.1% | +14.4% |
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