+285.0%
WMB vs DBX
+8.9%
+276.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.1% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | +4.6% | 0.0% | +4.6% | +4.5% |
| 3M | +5.7% | +26.1% | -20.4% | +2.5% |
| 6M | +4.2% | +29.4% | -25.2% | +0.2% |
| YTD | +26.8% | +24.4% | +2.4% | +22.6% |
| 1Y | +34.7% | +10.9% | +23.8% | +32.5% |
| 3Y | +146.8% | +24.1% | +122.7% | +133.4% |
| 5Y | +285.0% | +7.8% | +277.3% | +243.5% |
| All | +285.0% | +8.9% | +276.1% | +243.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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