+1,583.8%
WMB vs EXR
+3,094.9%
-1,511.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -13.8% | +5.2% | -19.0% | -15.7% |
| 30D | -10.3% | +20.9% | -31.2% | -17.1% |
| 3M | -10.1% | +7.7% | -17.8% | -13.1% |
| 6M | -11.8% | +13.2% | -25.0% | -16.7% |
| YTD | +8.9% | +26.5% | -17.5% | -2.1% |
| 1Y | +14.0% | +27.2% | -13.2% | +2.1% |
| 3Y | +100.5% | +71.5% | +29.0% | +52.5% |
| 5Y | +179.5% | +0.4% | +179.1% | +158.1% |
| 10Y | +272.7% | +225.2% | +47.6% | +91.4% |
| All | +1,583.8% | +3,094.9% | -1,511.1% | +177.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling