+278.8%
WMB vs DOV
+17.7%
+261.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +0.6% | -2.7% | +3.2% | +1.4% |
| 30D | +3.3% | -8.1% | +11.3% | +5.9% |
| 3M | +3.1% | -9.4% | +12.5% | +5.9% |
| 6M | -0.7% | -12.6% | +11.9% | +2.8% |
| YTD | +25.2% | -0.5% | +25.6% | +23.6% |
| 1Y | +32.9% | +9.2% | +23.6% | +26.6% |
| 3Y | +140.6% | +34.1% | +106.4% | +107.5% |
| All | +278.8% | +17.7% | +261.0% | +228.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling