+119.7%
DVN vs WMB
+281.9%
-162.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +2.0% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | +8.0% | +4.6% | +3.4% | +3.1% |
| 3M | +11.9% | +5.7% | +6.2% | +5.3% |
| 6M | +10.6% | +4.2% | +6.4% | +5.2% |
| YTD | +35.4% | +26.8% | +8.5% | +6.2% |
| 1Y | +46.5% | +34.7% | +11.8% | +7.0% |
| 3Y | +3.0% | +146.8% | -143.8% | -66.3% |
| All | +119.7% | +281.9% | -162.2% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling