-95.6%
DFNS vs WMB
-11.6%
-84.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -0.3% | -12.0% | -12.1% |
| 7D | -44.0% | -13.8% | -30.2% | -42.6% |
| 30D | -69.1% | -10.3% | -58.8% | -67.8% |
| 3M | -95.6% | -10.1% | -85.6% | -95.6% |
| All | -95.6% | -11.6% | -84.0% | -95.6% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling