-5.2%
DHR vs WMB
+148.7%
-153.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.4% | -1.3% |
| 7D | -0.8% | +0.8% | -1.6% | -0.9% |
| 30D | +0.2% | +7.7% | -7.5% | -0.3% |
| 3M | +12.1% | +6.7% | +5.4% | +11.5% |
| 6M | +5.4% | +3.6% | +1.8% | +5.1% |
| YTD | -10.0% | +28.0% | -38.0% | -12.6% |
| 1Y | +4.1% | +37.6% | -33.5% | -0.7% |
| 3Y | -5.2% | +149.0% | -154.2% | -25.7% |
| All | -5.2% | +148.7% | -153.9% | -25.7% |
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