+346.9%
DELL vs WMB
+35.6%
+311.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.1% |
| 7D | +8.7% | 0.0% | +8.8% | +8.7% |
| 30D | +16.9% | +4.6% | +12.3% | +18.1% |
| 3M | +40.4% | +5.7% | +34.7% | +43.1% |
| 6M | +267.1% | +4.2% | +262.9% | +272.6% |
| YTD | +329.1% | +26.8% | +302.2% | +335.5% |
| 1Y | +346.9% | +34.7% | +312.2% | +385.5% |
| All | +346.9% | +35.6% | +311.3% | +385.5% |
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