+1,834.4%
WMB vs EXR
+2,662.2%
-827.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.6% |
| 7D | +0.6% | -2.6% | +3.1% | +1.6% |
| 30D | +3.3% | -7.2% | +10.5% | +6.3% |
| 3M | +3.1% | -3.5% | +6.6% | +4.3% |
| 6M | -0.7% | -5.3% | +4.6% | +0.8% |
| YTD | +25.2% | +9.4% | +15.8% | +19.6% |
| 1Y | +32.9% | +1.3% | +31.5% | +30.4% |
| 3Y | +140.6% | +22.4% | +118.1% | +110.5% |
| 5Y | +273.5% | -12.2% | +285.7% | +263.9% |
| 10Y | +334.2% | +148.6% | +185.6% | +150.1% |
| All | +1,834.4% | +2,662.2% | -827.8% | +238.3% |
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