+55.8%
DELL vs WMB
-5.6%
+61.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -1.2% |
| 7D | +17.1% | +8.1% | +9.0% | +11.1% |
| 30D | -35.1% | -6.9% | -28.2% | -32.9% |
| 3M | -23.3% | -5.1% | -18.2% | -20.7% |
| 6M | +55.8% | -5.7% | +61.5% | +62.4% |
| All | +55.8% | -5.6% | +61.4% | +62.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling