+322.9%
WMB vs DOC
-2.1%
+325.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.8% |
| 7D | +0.6% | -1.5% | +2.0% | +1.1% |
| 30D | +3.3% | -4.8% | +8.0% | +5.0% |
| 3M | +3.1% | +6.9% | -3.8% | 0.0% |
| 6M | -0.7% | +20.7% | -21.5% | -9.3% |
| YTD | +25.2% | +34.1% | -9.0% | +9.1% |
| 1Y | +32.9% | +22.6% | +10.2% | +19.8% |
| 3Y | +140.6% | +20.8% | +119.7% | +113.0% |
| 5Y | +273.5% | -24.9% | +298.3% | +305.4% |
| All | +322.9% | -2.1% | +325.0% | +309.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling