+19.5%
WMB vs DE
+41.5%
-22.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +7.8% | +0.3% | +7.5% | +7.8% |
| 30D | -5.1% | +3.6% | -8.7% | -5.2% |
| 3M | -4.7% | +10.2% | -15.0% | -4.8% |
| 6M | -7.4% | +16.6% | -24.0% | -8.0% |
| YTD | +17.5% | +45.8% | -28.3% | +16.3% |
| 1Y | +19.5% | +43.9% | -24.4% | +18.3% |
| All | +19.5% | +41.5% | -22.1% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling