+302.9%
WMB vs DOCN
+171.0%
+131.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.1% |
| 6M | -0.7% | +115.2% | -115.9% | -6.4% |
| YTD | +25.2% | +133.7% | -108.6% | +16.9% |
| 1Y | +32.9% | +250.2% | -217.3% | +20.7% |
| 3Y | +140.6% | +320.3% | -179.7% | +112.5% |
| 5Y | +273.5% | +53.1% | +220.3% | +234.4% |
| All | +302.9% | +171.0% | +131.8% | +261.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling