+23.7%
WMB vs DOCN
+110.0%
-86.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -7.2% | +0.8% | -6.2% |
| 7D | -8.6% | -20.0% | +11.4% | -8.4% |
| 30D | -4.2% | -38.8% | +34.6% | -3.8% |
| 3M | -4.4% | -34.8% | +30.4% | -4.2% |
| 6M | -8.7% | -22.8% | +14.1% | -8.7% |
| YTD | +15.4% | +74.6% | -59.2% | +13.3% |
| 1Y | +23.7% | +116.4% | -92.7% | +17.1% |
| All | +23.7% | +110.0% | -86.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling