+4,681.2%
DELL vs WMB
+372.3%
+4,309.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | +14.9% | +0.6% | +14.3% | +14.5% |
| 30D | +13.3% | +3.3% | +10.0% | +11.7% |
| 3M | +24.4% | +3.1% | +21.3% | +22.5% |
| 6M | +258.0% | -0.7% | +258.7% | +254.8% |
| YTD | +320.2% | +25.2% | +295.0% | +274.2% |
| 1Y | +319.1% | +32.9% | +286.2% | +261.3% |
| 3Y | +706.5% | +140.6% | +566.0% | +434.6% |
| 5Y | +1,071.9% | +273.5% | +798.5% | +537.1% |
| 10Y | +4,683.5% | +334.2% | +4,349.3% | +2,032.8% |
| All | +4,681.2% | +372.3% | +4,309.0% | +1,944.2% |
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