+142.3%
WMB vs DOCN
+324.7%
-182.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | 0.0% |
| 7D | +0.6% | +1.1% | -0.6% | +0.5% |
| 30D | +3.3% | -9.6% | +12.9% | +3.6% |
| 3M | +3.1% | -37.7% | +40.8% | +4.7% |
| 6M | -0.7% | +115.2% | -115.9% | -6.6% |
| YTD | +25.2% | +133.7% | -108.6% | +16.5% |
| 1Y | +32.9% | +250.2% | -217.3% | +19.6% |
| All | +142.3% | +324.7% | -182.4% | +111.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling