+248.4%
WMB vs DOW
-11.5%
+259.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +4.1% |
| 7D | -6.7% | -9.4% | +2.8% | -3.6% |
| 30D | -8.6% | +8.9% | -17.5% | -11.2% |
| 3M | -4.9% | +6.7% | -11.7% | -7.4% |
| 6M | -6.3% | -14.2% | +7.9% | -2.4% |
| YTD | +13.0% | +36.9% | -23.9% | -2.2% |
| 1Y | +14.9% | +45.8% | -30.8% | -3.2% |
| 3Y | +113.4% | -23.9% | +137.3% | +121.6% |
| 5Y | +190.2% | -30.8% | +220.9% | +210.4% |
| All | +248.4% | -11.5% | +259.8% | +196.9% |
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