+350.8%
WMB vs TE
-49.8%
+400.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.8% |
| 7D | 0.0% | +15.0% | -15.0% | -0.6% |
| 30D | +4.6% | -7.5% | +12.1% | +4.8% |
| 3M | +5.7% | -42.0% | +47.7% | +7.3% |
| 6M | +4.2% | -31.4% | +35.6% | +3.8% |
| YTD | +26.8% | -26.5% | +53.3% | +25.2% |
| 1Y | +34.7% | +153.1% | -118.4% | +22.9% |
| 3Y | +146.8% | -20.7% | +167.5% | +130.8% |
| 5Y | +285.0% | -45.4% | +330.5% | +260.8% |
| All | +350.8% | -49.8% | +400.6% | +263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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