+180.3%
WMB vs FE
+42.2%
+138.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.3% |
| 7D | -13.8% | -1.0% | -12.8% | -13.5% |
| 30D | -10.3% | +4.1% | -14.5% | -11.8% |
| 3M | -10.1% | -1.0% | -9.0% | -9.8% |
| 6M | -11.8% | +4.0% | -15.9% | -13.4% |
| YTD | +8.9% | +6.8% | +2.1% | +5.6% |
| 1Y | +14.0% | +5.3% | +8.7% | +11.1% |
| 3Y | +100.5% | +44.6% | +56.0% | +68.1% |
| All | +180.3% | +42.2% | +138.1% | +133.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling