+23.7%
WMB vs DAR
+63.3%
-39.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.5% | -3.9% | -5.9% |
| 7D | -8.6% | -5.7% | -2.9% | -7.6% |
| 30D | -4.2% | -16.6% | +12.4% | -1.0% |
| 3M | -4.4% | -13.1% | +8.6% | -1.8% |
| 6M | -8.7% | -18.8% | +10.1% | -4.9% |
| YTD | +15.4% | +45.3% | -29.9% | +11.2% |
| 1Y | +23.7% | +60.6% | -36.9% | +18.8% |
| All | +23.7% | +63.3% | -39.5% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling