+265.4%
WMB vs DECK
+885.7%
-620.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.5% | -3.8% | -5.0% |
| 7D | -14.2% | +6.0% | -20.2% | -15.2% |
| 30D | -11.2% | +7.4% | -18.7% | -12.6% |
| 3M | -9.9% | -11.7% | +1.8% | -8.2% |
| 6M | -14.4% | -11.0% | -3.4% | -13.4% |
| YTD | +9.2% | -15.4% | +24.6% | +10.5% |
| 1Y | +15.1% | +7.2% | +7.8% | +10.8% |
| 3Y | +99.2% | -11.8% | +111.1% | +87.2% |
| 5Y | +180.2% | +24.3% | +155.9% | +134.2% |
| All | +265.4% | +885.7% | -620.2% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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