+54,893.9%
DHR vs WMB
+5,535.5%
+49,358.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | +4.0% | +3.3% | +0.7% | +3.5% |
| 3M | +11.5% | +3.1% | +8.4% | +10.9% |
| 6M | +1.9% | -0.7% | +2.6% | +1.7% |
| YTD | -8.9% | +25.2% | -34.1% | -12.0% |
| 1Y | +5.1% | +32.9% | -27.8% | +0.5% |
| 3Y | -10.3% | +140.6% | -150.8% | -21.3% |
| 5Y | -27.8% | +273.5% | -301.2% | -40.5% |
| 10Y | +203.6% | +334.2% | -130.6% | +137.3% |
| All | +54,893.9% | +5,535.5% | +49,358.4% | +23,075.0% |
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 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