+190.2%
WMB vs TE
-80.7%
+270.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.0% | +6.7% | +3.8% |
| 7D | -6.7% | -10.5% | +3.9% | -6.3% |
| 30D | -8.6% | -32.4% | +23.9% | -7.4% |
| 3M | -4.9% | -60.9% | +55.9% | -2.0% |
| 6M | -6.3% | -62.8% | +56.5% | -4.4% |
| YTD | +13.0% | -65.7% | +78.7% | +14.5% |
| 1Y | +14.9% | -39.9% | +54.8% | +12.7% |
| 3Y | +113.4% | +10.6% | +102.7% | +90.7% |
| 5Y | +190.2% | -79.7% | +269.8% | +189.5% |
| All | +190.2% | -80.7% | +270.8% | +189.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling