+34.7%
WMB vs DG
+17.9%
+16.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.9% |
| 7D | 0.0% | -4.8% | +4.8% | 0.0% |
| 30D | +4.6% | +1.8% | +2.8% | +4.5% |
| 3M | +5.7% | +14.5% | -8.7% | +5.1% |
| 6M | +4.2% | -13.6% | +17.7% | +6.5% |
| YTD | +26.8% | -4.8% | +31.7% | +27.2% |
| 1Y | +34.7% | +21.6% | +13.1% | +28.0% |
| All | +34.7% | +17.9% | +16.8% | +28.0% |
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