+5,376.0%
WMB vs DOC
+2,974.4%
+2,401.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.9% |
| 7D | +0.6% | -1.5% | +2.0% | +1.1% |
| 30D | +3.3% | -4.8% | +8.0% | +5.1% |
| 3M | +3.1% | +6.9% | -3.8% | 0.0% |
| 6M | -0.7% | +20.7% | -21.5% | -9.5% |
| YTD | +25.2% | +34.1% | -9.0% | +8.9% |
| 1Y | +32.9% | +22.6% | +10.2% | +19.5% |
| 3Y | +140.6% | +20.8% | +119.7% | +112.4% |
| 5Y | +273.5% | -24.9% | +298.3% | +295.8% |
| 10Y | +334.2% | -1.8% | +336.0% | +292.7% |
| All | +5,376.0% | +2,974.4% | +2,401.6% | +1,813.2% |
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 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