+197.2%
WMB vs D
+13.0%
+184.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.3% |
| 7D | +1.6% | -2.4% | +4.0% | +2.3% |
| 30D | -7.1% | +9.0% | -16.1% | -9.8% |
| 3M | -4.0% | +1.0% | -4.9% | -4.5% |
| 6M | -5.7% | +11.0% | -16.7% | -9.1% |
| YTD | +17.2% | +19.8% | -2.6% | +10.1% |
| 1Y | +17.2% | +16.0% | +1.2% | +11.2% |
| 3Y | +121.1% | +74.4% | +46.7% | +78.8% |
| 5Y | +197.2% | +13.5% | +183.6% | +193.7% |
| All | +197.2% | +13.0% | +184.2% | +193.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling