+57.3%
DVN vs WMB
+282.5%
-225.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +10.4% | +7.8% | +2.5% | +2.3% |
| 30D | -6.7% | -5.1% | -1.6% | -2.3% |
| 3M | +5.6% | -4.7% | +10.3% | +9.2% |
| 6M | +0.7% | -7.4% | +8.1% | +6.3% |
| YTD | +29.6% | +17.5% | +12.1% | +6.3% |
| 1Y | +36.3% | +19.5% | +16.8% | +9.6% |
| 3Y | +13.2% | +121.3% | -108.1% | -56.1% |
| 5Y | +38.6% | +200.5% | -161.9% | -60.2% |
| All | +57.3% | +282.5% | -225.2% | -63.7% |
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 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