+23.7%
WMB vs DRI
+34.0%
-10.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.1% | -11.5% | -5.9% |
| 7D | -8.6% | +6.5% | -15.1% | -8.2% |
| 30D | -4.2% | +16.4% | -20.6% | -3.6% |
| 3M | -4.4% | +13.6% | -18.1% | -3.8% |
| 6M | -8.7% | +22.0% | -30.7% | -7.6% |
| YTD | +15.4% | +29.3% | -13.9% | +17.9% |
| 1Y | +23.7% | +32.0% | -8.3% | +27.0% |
| All | +23.7% | +34.0% | -10.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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