+23.7%
WMB vs DHI
+9.6%
+14.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.1% | -14.5% | -5.4% |
| 7D | -8.6% | +9.8% | -18.4% | -7.6% |
| 30D | -4.2% | +17.8% | -22.0% | -2.6% |
| 3M | -4.4% | +4.7% | -9.1% | -3.3% |
| 6M | -8.7% | +10.0% | -18.7% | -7.2% |
| YTD | +15.4% | +10.0% | +5.4% | +16.5% |
| 1Y | +23.7% | +9.1% | +14.6% | +24.1% |
| All | +23.7% | +9.6% | +14.1% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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