+4,177.7%
DELL vs WMB
+315.8%
+3,861.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +8.7% | 0.0% | +8.8% | +8.7% |
| 30D | +16.9% | +4.6% | +12.3% | +14.7% |
| 3M | +40.4% | +5.7% | +34.7% | +36.8% |
| 6M | +267.1% | +4.2% | +262.9% | +256.3% |
| YTD | +329.1% | +26.8% | +302.2% | +280.1% |
| 1Y | +346.9% | +34.7% | +312.2% | +283.3% |
| 3Y | +696.6% | +146.8% | +549.8% | +422.8% |
| 5Y | +1,106.2% | +285.0% | +821.2% | +547.9% |
| 10Y | +4,177.7% | +313.2% | +3,864.6% | +1,847.2% |
| All | +4,177.7% | +315.8% | +3,861.9% | +1,847.2% |
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