+20.6%
DHR vs WMB
+123.0%
-102.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | +2.6% | +8.1% | -5.5% | +2.3% |
| 30D | +4.2% | -6.9% | +11.1% | +4.3% |
| 3M | +13.0% | -5.1% | +18.1% | +13.1% |
| 6M | +40.2% | -5.7% | +45.9% | +40.3% |
| YTD | +2.0% | +18.1% | -16.0% | -0.2% |
| 1Y | +6.6% | +18.4% | -11.8% | +4.2% |
| All | +20.6% | +123.0% | -102.4% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling