+6,465.2%
WMB vs DHI
+12,596.5%
-6,131.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.5% |
| 30D | +4.6% | -5.3% | +9.9% | +5.7% |
| 3M | +5.7% | -7.8% | +13.5% | +7.1% |
| 6M | +4.2% | -5.4% | +9.6% | +4.4% |
| YTD | +26.8% | -2.7% | +29.5% | +25.8% |
| 1Y | +34.7% | -21.0% | +55.6% | +39.6% |
| 3Y | +146.8% | +22.2% | +124.6% | +123.1% |
| 5Y | +285.0% | +62.2% | +222.8% | +215.8% |
| 10Y | +313.2% | +414.3% | -101.1% | +145.8% |
| All | +6,465.2% | +12,596.5% | -6,131.3% | +2,466.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling