+19.5%
WMB vs TE
-49.1%
+68.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | -0.5% |
| 7D | +7.8% | -19.1% | +26.9% | +8.0% |
| 30D | -5.1% | -34.1% | +29.0% | -4.9% |
| 3M | -4.7% | -60.1% | +55.4% | -4.5% |
| 6M | -7.4% | -66.0% | +58.6% | -7.8% |
| YTD | +17.5% | -71.4% | +88.9% | +18.0% |
| 1Y | +19.5% | -45.3% | +64.7% | +17.0% |
| All | +19.5% | -49.1% | +68.5% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling