+172.1%
DELL vs WMB
+17.2%
+154.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.2% | +9.6% | +10.8% |
| 7D | +0.4% | +1.6% | -1.2% | 0.0% |
| 30D | -35.1% | -7.1% | -28.0% | -34.0% |
| 3M | -15.1% | -4.0% | -11.1% | -13.2% |
| 6M | +51.7% | -5.7% | +57.4% | +56.5% |
| YTD | +200.0% | +17.2% | +182.8% | +194.9% |
| 1Y | +172.1% | +17.2% | +154.9% | +168.7% |
| All | +172.1% | +17.2% | +154.9% | +168.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling