+3,313.5%
DELL vs WMB
+342.2%
+2,971.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.2% | +9.6% | +10.8% |
| 7D | +0.4% | +1.6% | -1.2% | +0.1% |
| 30D | -35.1% | -7.1% | -28.0% | -32.4% |
| 3M | -15.1% | -4.0% | -11.1% | -12.8% |
| 6M | +51.7% | -5.7% | +57.4% | +55.9% |
| YTD | +200.0% | +17.2% | +182.8% | +177.6% |
| 1Y | +172.1% | +17.2% | +154.9% | +151.7% |
| 3Y | +431.2% | +121.1% | +310.2% | +269.6% |
| 5Y | +633.1% | +197.2% | +435.9% | +344.3% |
| 10Y | +2,886.3% | +280.9% | +2,605.4% | +1,322.5% |
| All | +3,313.5% | +342.2% | +2,971.3% | +1,416.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling