+316.9%
WMB vs DOV
+293.5%
+23.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +1.8% |
| 7D | +0.8% | +2.5% | -1.7% | -0.5% |
| 30D | +7.7% | -7.5% | +15.2% | +12.0% |
| 3M | +6.7% | -9.7% | +16.4% | +11.5% |
| 6M | +3.6% | -6.1% | +9.7% | +5.4% |
| YTD | +28.0% | +0.5% | +27.5% | +25.0% |
| 1Y | +37.6% | +10.5% | +27.1% | +26.6% |
| 3Y | +149.0% | +41.7% | +107.3% | +92.1% |
| 5Y | +285.3% | +18.4% | +266.9% | +222.4% |
| All | +316.9% | +293.5% | +23.4% | +71.2% |
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