+180.2%
WMB vs DOC
-22.1%
+202.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -14.2% | +6.2% | -20.4% | -15.5% |
| 30D | -11.2% | +6.5% | -17.7% | -12.7% |
| 3M | -9.9% | -6.2% | -3.6% | -8.7% |
| 6M | -14.4% | +25.6% | -39.9% | -20.4% |
| YTD | +9.2% | +32.1% | -22.8% | -0.6% |
| 1Y | +15.1% | +20.3% | -5.2% | +7.9% |
| 3Y | +99.2% | +42.7% | +56.5% | +72.3% |
| 5Y | +180.2% | -22.2% | +202.4% | +209.5% |
| All | +180.2% | -22.1% | +202.3% | +209.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling