+4,679.4%
WMB vs D
+2,488.7%
+2,190.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.2% | -5.2% |
| 7D | -14.2% | +6.9% | -21.1% | -18.3% |
| 30D | -11.2% | +12.3% | -23.6% | -18.4% |
| 3M | -9.9% | +3.0% | -12.9% | -12.3% |
| 6M | -14.4% | +12.8% | -27.1% | -22.0% |
| YTD | +9.2% | +22.6% | -13.3% | -6.3% |
| 1Y | +15.1% | +21.7% | -6.6% | -1.1% |
| 3Y | +99.2% | +83.9% | +15.3% | +23.2% |
| 5Y | +180.2% | +14.0% | +166.3% | +135.7% |
| 10Y | +273.7% | +45.6% | +228.2% | +124.6% |
| All | +4,679.4% | +2,488.7% | +2,190.7% | +365.5% |
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 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