+100.5%
WMB vs D
+79.5%
+21.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -13.8% | +3.0% | -16.8% | -14.4% |
| 30D | -10.3% | +11.5% | -21.8% | -12.8% |
| 3M | -10.1% | +3.7% | -13.8% | -10.9% |
| 6M | -11.8% | +13.5% | -25.4% | -14.6% |
| YTD | +8.9% | +20.7% | -11.8% | +4.1% |
| 1Y | +14.0% | +18.2% | -4.3% | +9.3% |
| 3Y | +100.5% | +73.3% | +27.2% | +76.6% |
| All | +100.5% | +79.5% | +21.0% | +76.6% |
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