+3,290.5%
DELL vs WMB
+345.5%
+2,945.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -1.0% |
| 7D | +17.1% | +8.1% | +9.0% | +13.2% |
| 30D | -35.1% | -6.9% | -28.2% | -32.4% |
| 3M | -23.3% | -5.1% | -18.2% | -20.9% |
| 6M | +55.8% | -5.7% | +61.5% | +60.1% |
| YTD | +198.0% | +18.1% | +179.9% | +174.8% |
| 1Y | +166.6% | +18.4% | +148.2% | +145.4% |
| 3Y | +427.6% | +122.7% | +304.9% | +265.9% |
| 5Y | +630.6% | +202.0% | +428.6% | +339.7% |
| 10Y | +2,866.3% | +283.8% | +2,582.5% | +1,308.1% |
| All | +3,290.5% | +345.5% | +2,945.0% | +1,400.9% |
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