+198.9%
WMB vs DECK
+31.2%
+167.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.0% | -12.3% | -6.8% |
| 7D | -8.6% | +10.4% | -19.0% | -9.3% |
| 30D | -4.2% | +11.1% | -15.3% | -5.0% |
| 3M | -4.4% | -10.8% | +6.4% | -3.7% |
| 6M | -8.7% | -8.7% | +0.1% | -8.4% |
| YTD | +15.4% | -14.0% | +29.4% | +15.9% |
| 1Y | +23.7% | +12.0% | +11.7% | +20.9% |
| 3Y | +110.4% | -10.5% | +120.9% | +105.2% |
| 5Y | +198.9% | +28.5% | +170.4% | +184.4% |
| All | +198.9% | +31.2% | +167.7% | +184.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling