+4,947.9%
WMB vs DOC
+2,934.4%
+2,013.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.1% | -9.5% | -7.6% |
| 7D | -8.6% | +8.7% | -17.4% | -11.8% |
| 30D | -4.2% | +7.6% | -11.8% | -7.3% |
| 3M | -4.4% | -5.3% | +0.8% | -3.0% |
| 6M | -8.7% | +27.6% | -36.3% | -18.9% |
| YTD | +15.4% | +32.4% | -17.0% | +0.4% |
| 1Y | +23.7% | +22.9% | +0.9% | +10.9% |
| 3Y | +110.4% | +43.1% | +67.3% | +73.0% |
| 5Y | +198.9% | -21.4% | +220.3% | +209.6% |
| 10Y | +294.7% | +16.8% | +277.9% | +231.7% |
| All | +4,947.9% | +2,934.4% | +2,013.5% | +1,664.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling