+281.4%
WMB vs D
+48.0%
+233.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +7.8% | -1.4% | +9.2% | +8.3% |
| 30D | -5.1% | +7.7% | -12.8% | -7.6% |
| 3M | -4.7% | -0.3% | -4.4% | -4.9% |
| 6M | -7.4% | +10.1% | -17.5% | -10.6% |
| YTD | +17.5% | +19.1% | -1.6% | +10.5% |
| 1Y | +19.5% | +15.9% | +3.6% | +13.3% |
| 3Y | +121.3% | +75.0% | +46.3% | +80.8% |
| 5Y | +200.5% | +13.4% | +187.1% | +182.9% |
| All | +281.4% | +48.0% | +233.3% | +260.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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