+13.0%
WMB vs DOW
+43.1%
-30.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +3.8% |
| 7D | -6.7% | -9.4% | +2.8% | -6.1% |
| 30D | -8.6% | +8.9% | -17.5% | -8.8% |
| 3M | -4.9% | +6.7% | -11.7% | -5.2% |
| 6M | -6.3% | -14.2% | +7.9% | -6.2% |
| YTD | +13.0% | +36.9% | -23.9% | +14.5% |
| All | +13.0% | +43.1% | -30.1% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling