+291.1%
WMB vs DOW
-15.9%
+307.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | 0.0% | -6.0% | +6.0% | +2.0% |
| 30D | +4.6% | -2.7% | +7.3% | +5.3% |
| 3M | +5.7% | -10.5% | +16.2% | +9.0% |
| 6M | +4.2% | -12.4% | +16.6% | +6.9% |
| YTD | +26.8% | +30.0% | -3.2% | +12.0% |
| 1Y | +34.7% | +27.8% | +6.9% | +17.8% |
| 3Y | +146.8% | -34.9% | +181.7% | +174.7% |
| 5Y | +285.0% | -35.9% | +320.9% | +324.0% |
| All | +291.1% | -15.9% | +307.0% | +239.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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