+23.7%
WMB vs WETO
-99.3%
+123.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +11.4% | -17.8% | -6.3% |
| 7D | -8.6% | +3.6% | -12.2% | -8.6% |
| 30D | -4.2% | -17.2% | +13.1% | -4.1% |
| 3M | -4.4% | -83.7% | +79.3% | -5.1% |
| 6M | -8.7% | -98.3% | +89.6% | -10.4% |
| YTD | +15.4% | -99.0% | +114.4% | +11.0% |
| 1Y | +23.7% | -99.4% | +123.1% | +16.8% |
| All | +23.7% | -99.3% | +123.0% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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