+202.0%
WMB vs EXR
-2.2%
+204.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | +8.1% | -1.2% | +9.3% | +8.3% |
| 30D | -6.9% | +18.3% | -25.2% | -10.2% |
| 3M | -5.1% | +9.1% | -14.2% | -6.9% |
| 6M | -5.7% | +11.7% | -17.5% | -8.2% |
| YTD | +18.1% | +25.7% | -7.6% | +11.6% |
| 1Y | +18.4% | +24.9% | -6.5% | +12.1% |
| 3Y | +122.7% | +51.4% | +71.3% | +95.0% |
| 5Y | +202.0% | -1.9% | +204.0% | +180.8% |
| All | +202.0% | -2.2% | +204.2% | +180.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling