+308.0%
WMB vs DE
+866.0%
-558.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | 0.0% | -3.0% | +3.0% | +1.1% |
| 30D | +4.6% | +11.1% | -6.6% | +0.2% |
| 3M | +5.7% | +17.6% | -11.9% | -1.5% |
| 6M | +4.2% | +13.6% | -9.4% | -2.2% |
| YTD | +26.8% | +46.3% | -19.4% | +6.5% |
| 1Y | +34.7% | +44.2% | -9.5% | +13.3% |
| 3Y | +146.8% | +76.6% | +70.2% | +84.2% |
| 5Y | +285.0% | +98.2% | +186.8% | +159.7% |
| All | +308.0% | +866.0% | -558.0% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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