+149.0%
WMB vs DE
+72.4%
+76.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.5% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +7.7% | +9.6% | -1.9% | +6.5% |
| 3M | +6.7% | +19.0% | -12.3% | +4.1% |
| 6M | +3.6% | +16.1% | -12.4% | +1.2% |
| YTD | +28.0% | +47.0% | -19.0% | +19.9% |
| 1Y | +37.6% | +43.1% | -5.5% | +29.3% |
| 3Y | +149.0% | +77.5% | +71.5% | +122.6% |
| All | +149.0% | +72.4% | +76.6% | +122.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling