+149.0%
WMB vs DOV
+42.3%
+106.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +2.1% |
| 7D | +0.8% | +2.5% | -1.7% | +0.2% |
| 30D | +7.7% | -7.5% | +15.2% | +9.6% |
| 3M | +6.7% | -9.7% | +16.4% | +8.9% |
| 6M | +3.6% | -6.1% | +9.7% | +4.5% |
| YTD | +28.0% | +0.5% | +27.5% | +26.4% |
| 1Y | +37.6% | +10.5% | +27.1% | +32.2% |
| 3Y | +149.0% | +41.7% | +107.3% | +118.3% |
| All | +149.0% | +42.3% | +106.8% | +118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling