+283.3%
WMB vs FE
+123.7%
+159.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | +8.1% | -0.3% | +8.4% | +8.2% |
| 30D | -6.9% | +3.9% | -10.8% | -8.2% |
| 3M | -5.1% | -0.1% | -5.0% | -5.2% |
| 6M | -5.7% | +6.1% | -11.8% | -7.9% |
| YTD | +18.1% | +8.1% | +10.0% | +14.4% |
| 1Y | +18.4% | +4.4% | +14.0% | +16.1% |
| 3Y | +122.7% | +49.0% | +73.7% | +90.0% |
| 5Y | +202.0% | +46.1% | +155.9% | +158.2% |
| All | +283.3% | +123.7% | +159.6% | +205.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling