+15.1%
DASH vs WMB
-8.6%
+23.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -6.4% | +14.7% | +5.1% |
| 7D | +17.2% | -8.6% | +25.8% | +12.7% |
| 30D | +3.6% | -4.2% | +7.7% | +1.9% |
| 3M | -1.9% | -4.4% | +2.5% | -3.3% |
| 6M | +15.1% | -8.7% | +23.8% | +10.7% |
| All | +15.1% | -8.6% | +23.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 6mo: compounded portfolio wealth divided by compounded WMB 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…
6mo analysis · Full analysis span regression · 6 months rolling