+2,725.0%
DUK vs WMB
+5,215.9%
-2,490.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -1.1% | +8.1% | -9.2% | -2.1% |
| 30D | +8.8% | -6.9% | +15.7% | +9.6% |
| 3M | +5.0% | -5.1% | +10.1% | +5.5% |
| 6M | +4.6% | -5.7% | +10.3% | +5.1% |
| YTD | +12.6% | +18.1% | -5.5% | +10.0% |
| 1Y | +7.4% | +18.4% | -11.0% | +4.9% |
| 3Y | +63.1% | +122.7% | -59.6% | +47.1% |
| 5Y | +54.6% | +202.0% | -147.5% | +34.2% |
| 10Y | +156.5% | +283.8% | -127.3% | +110.4% |
| All | +2,725.0% | +5,215.9% | -2,490.9% | +1,366.1% |
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