+162.6%
DUK vs WMB
+282.5%
-119.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +1.9% | +7.8% | -5.9% | +0.4% |
| 30D | +8.9% | -5.1% | +14.0% | +9.7% |
| 3M | +5.6% | -4.7% | +10.3% | +6.2% |
| 6M | +7.0% | -7.4% | +14.4% | +8.1% |
| YTD | +14.0% | +17.5% | -3.4% | +9.8% |
| 1Y | +9.1% | +19.5% | -10.4% | +4.6% |
| 3Y | +67.6% | +121.3% | -53.7% | +39.8% |
| 5Y | +56.6% | +200.5% | -143.9% | +22.5% |
| All | +162.6% | +282.5% | -119.9% | +78.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling