+2,541.1%
DUK vs WMB
+5,535.5%
-2,994.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | 0.0% | +0.6% | -0.6% | -0.1% |
| 30D | -1.7% | +3.3% | -4.9% | -2.1% |
| 3M | -0.4% | +3.1% | -3.6% | -0.9% |
| 6M | -7.2% | -0.7% | -6.5% | -7.3% |
| YTD | +5.3% | +25.2% | -19.9% | +2.3% |
| 1Y | +3.0% | +32.9% | -29.9% | -0.7% |
| 3Y | +53.1% | +140.6% | -87.5% | +37.0% |
| 5Y | +37.9% | +273.5% | -235.5% | +17.0% |
| 10Y | +124.8% | +334.2% | -209.4% | +82.1% |
| All | +2,541.1% | +5,535.5% | -2,994.4% | +1,263.6% |
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 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