+6.8%
DVN vs WMB
+145.3%
-138.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.7% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | +8.0% | +4.6% | +3.4% | +4.9% |
| 3M | +11.9% | +5.7% | +6.2% | +7.9% |
| 6M | +10.6% | +4.2% | +6.4% | +7.6% |
| YTD | +35.4% | +26.8% | +8.5% | +16.9% |
| 1Y | +46.5% | +34.7% | +11.8% | +21.2% |
| All | +6.8% | +145.3% | -138.6% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling