+303.7%
WMB vs DAR
+355.9%
-52.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | +0.6% | +1.4% | -0.8% | +0.1% |
| 30D | +3.3% | +12.8% | -9.5% | -0.8% |
| 3M | +3.1% | +7.4% | -4.2% | +0.4% |
| 6M | -0.7% | +22.3% | -23.0% | -7.6% |
| YTD | +25.2% | +81.1% | -55.9% | +2.7% |
| 1Y | +32.9% | +106.5% | -73.6% | +3.3% |
| 3Y | +140.6% | +5.3% | +135.3% | +125.0% |
| 5Y | +273.5% | -11.5% | +285.0% | +253.7% |
| All | +303.7% | +355.9% | -52.2% | +57.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling