+265.4%
WMB vs DOC
+14.9%
+250.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.2% |
| 7D | -14.2% | +6.2% | -20.4% | -16.2% |
| 30D | -11.2% | +6.5% | -17.7% | -13.6% |
| 3M | -9.9% | -6.2% | -3.6% | -8.2% |
| 6M | -14.4% | +25.6% | -39.9% | -23.3% |
| YTD | +9.2% | +32.1% | -22.8% | -4.6% |
| 1Y | +15.1% | +20.3% | -5.2% | +4.3% |
| 3Y | +99.2% | +42.7% | +56.5% | +63.1% |
| 5Y | +180.2% | -22.2% | +202.4% | +198.0% |
| All | +265.4% | +14.9% | +250.5% | +223.2% |
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