+200.8%
WMB vs DAR
-27.0%
+227.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.7% |
| 7D | +7.8% | +11.6% | -3.7% | +5.7% |
| 30D | -5.1% | -10.2% | +5.1% | -3.3% |
| 3M | -4.7% | -14.8% | +10.1% | -2.2% |
| 6M | -7.4% | -10.1% | +2.7% | -6.0% |
| YTD | +17.5% | +55.5% | -38.1% | +8.3% |
| 1Y | +19.5% | +61.7% | -42.2% | +9.3% |
| 3Y | +121.3% | +37.2% | +84.1% | +101.9% |
| All | +200.8% | -27.0% | +227.8% | +231.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling