+18.4%
WMB vs DG
+31.9%
-13.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +0.6% |
| 7D | +8.1% | -2.5% | +10.5% | +7.9% |
| 30D | -6.9% | +7.7% | -14.6% | -6.5% |
| 3M | -5.1% | +13.1% | -18.2% | -4.6% |
| 6M | -5.7% | +32.0% | -37.7% | -5.6% |
| YTD | +18.1% | +3.3% | +14.7% | +18.6% |
| 1Y | +18.4% | +31.7% | -13.2% | +12.9% |
| All | +18.4% | +31.9% | -13.5% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling