+459.9%
DDOG vs WMB
+334.0%
+125.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.5% | -1.8% |
| 7D | -6.1% | +0.8% | -6.9% | -6.3% |
| 30D | -10.1% | +7.7% | -17.8% | -11.7% |
| 3M | -9.3% | +6.7% | -16.0% | -10.8% |
| 6M | +67.2% | +3.6% | +63.5% | +64.7% |
| YTD | +54.6% | +28.0% | +26.6% | +44.0% |
| 1Y | +54.1% | +37.6% | +16.5% | +40.6% |
| 3Y | +115.3% | +149.0% | -33.8% | +68.0% |
| 5Y | +50.6% | +285.3% | -234.7% | +6.6% |
| All | +459.9% | +334.0% | +125.8% | +394.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling