+266.3%
WMB vs DOV
+333.6%
-67.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | -6.9% | -0.7% | -6.2% | -6.5% |
| 30D | -7.2% | +12.3% | -19.4% | -12.6% |
| 3M | -5.4% | +1.2% | -6.6% | -6.2% |
| 6M | -4.9% | -3.1% | -1.8% | -4.3% |
| YTD | +14.7% | +9.4% | +5.3% | +7.1% |
| 1Y | +14.7% | +17.6% | -2.9% | +2.8% |
| 3Y | +116.4% | +66.5% | +49.8% | +52.0% |
| 5Y | +198.5% | +29.0% | +169.5% | +138.9% |
| 10Y | +266.3% | +329.8% | -63.5% | +44.2% |
| All | +266.3% | +333.6% | -67.3% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling