+5,376.0%
WMB vs D
+2,347.4%
+3,028.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.6% | +1.1% |
| 7D | +0.6% | +0.4% | +0.1% | +0.2% |
| 30D | +3.3% | -3.6% | +6.8% | +5.7% |
| 3M | +3.1% | -1.0% | +4.1% | +3.7% |
| 6M | -0.7% | +6.3% | -7.0% | -5.4% |
| YTD | +25.2% | +14.7% | +10.5% | +13.0% |
| 1Y | +32.9% | +16.9% | +15.9% | +17.8% |
| 3Y | +140.6% | +56.8% | +83.8% | +66.1% |
| 5Y | +273.5% | +5.2% | +268.3% | +232.3% |
| 10Y | +334.2% | +35.9% | +298.3% | +175.2% |
| All | +5,376.0% | +2,347.4% | +3,028.6% | +457.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling