+313.2%
WMB vs DG
+102.6%
+210.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.7% |
| 7D | 0.0% | -4.8% | +4.8% | +0.4% |
| 30D | +4.6% | +1.8% | +2.8% | +4.4% |
| 3M | +5.7% | +14.5% | -8.7% | +4.2% |
| 6M | +4.2% | -13.6% | +17.7% | +5.4% |
| YTD | +26.8% | -4.8% | +31.7% | +26.9% |
| 1Y | +34.7% | +21.6% | +13.1% | +31.1% |
| 3Y | +146.8% | +4.5% | +142.3% | +140.2% |
| 5Y | +285.0% | -38.5% | +323.5% | +304.9% |
| 10Y | +313.2% | +102.2% | +211.0% | +251.8% |
| All | +313.2% | +102.6% | +210.6% | +251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling