+180.3%
WMB vs DOW
-30.0%
+210.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | 0.0% |
| 7D | -13.8% | -9.5% | -4.3% | -12.4% |
| 30D | -10.3% | +13.1% | -23.4% | -12.1% |
| 3M | -10.1% | +4.8% | -14.9% | -10.9% |
| 6M | -11.8% | -16.7% | +4.8% | -9.5% |
| YTD | +8.9% | +38.9% | -29.9% | +0.9% |
| 1Y | +14.0% | +48.3% | -34.3% | +3.8% |
| 3Y | +100.5% | -24.4% | +124.9% | +119.8% |
| All | +180.3% | -30.0% | +210.2% | +216.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling