+285.9%
WMB vs DOW
-15.8%
+301.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.2% | +1.1% |
| 7D | +0.6% | -2.4% | +3.0% | +1.3% |
| 30D | +3.3% | +0.4% | +2.9% | +2.9% |
| 3M | +3.1% | -14.4% | +17.5% | +7.9% |
| 6M | -0.7% | -7.0% | +6.3% | -0.3% |
| YTD | +25.2% | +30.2% | -5.0% | +10.5% |
| 1Y | +32.9% | +29.2% | +3.7% | +15.7% |
| 3Y | +140.6% | -36.7% | +177.3% | +171.3% |
| 5Y | +273.5% | -37.7% | +311.1% | +317.1% |
| All | +285.9% | -15.8% | +301.7% | +235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling