+378.3%
DDOG vs WMB
+283.1%
+95.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.6% |
| 7D | -16.9% | -6.7% | -10.2% | -15.2% |
| 30D | -38.8% | -8.6% | -30.2% | -37.2% |
| 3M | -23.2% | -4.9% | -18.3% | -22.1% |
| 6M | -10.3% | -6.3% | -4.0% | -9.0% |
| YTD | +32.1% | +13.0% | +19.1% | +27.1% |
| 1Y | -6.1% | +14.9% | -21.0% | -10.1% |
| 3Y | +79.2% | +113.4% | -34.2% | +45.8% |
| 5Y | -8.6% | +190.2% | -198.8% | -30.8% |
| All | +378.3% | +283.1% | +95.2% | +336.1% |
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