+149.0%
WMB vs TE
-20.2%
+169.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.0% | -7.7% | +2.0% |
| 7D | +0.8% | +18.2% | -17.4% | +0.4% |
| 30D | +7.7% | -13.5% | +21.2% | +8.0% |
| 3M | +6.7% | -44.6% | +51.3% | +7.9% |
| 6M | +3.6% | -24.7% | +28.3% | +3.1% |
| YTD | +28.0% | -24.3% | +52.2% | +26.8% |
| 1Y | +37.6% | +155.6% | -117.9% | +28.9% |
| 3Y | +149.0% | -18.3% | +167.3% | +151.1% |
| All | +149.0% | -20.2% | +169.2% | +151.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling