+113.4%
WMB vs D
+71.1%
+42.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.8% |
| 7D | -6.7% | +0.8% | -7.4% | -6.9% |
| 30D | -8.6% | +10.7% | -19.3% | -10.9% |
| 3M | -4.9% | +2.3% | -7.2% | -5.5% |
| 6M | -6.3% | +12.5% | -18.8% | -9.0% |
| YTD | +13.0% | +20.1% | -7.1% | +8.0% |
| 1Y | +14.9% | +15.6% | -0.6% | +10.8% |
| 3Y | +113.4% | +75.2% | +38.2% | +88.5% |
| All | +113.4% | +71.1% | +42.3% | +88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling