+278.8%
WMB vs DOW
-37.6%
+316.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.2% | +0.7% |
| 7D | +0.6% | -2.4% | +3.0% | +1.0% |
| 30D | +3.3% | +0.4% | +2.9% | +3.1% |
| 3M | +3.1% | -14.4% | +17.5% | +5.6% |
| 6M | -0.7% | -7.0% | +6.3% | -0.4% |
| YTD | +25.2% | +30.2% | -5.0% | +16.9% |
| 1Y | +32.9% | +29.2% | +3.7% | +23.5% |
| 3Y | +140.6% | -36.7% | +177.3% | +181.2% |
| All | +278.8% | -37.6% | +316.3% | +341.6% |
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