+259.9%
WMB vs DRI
+370.8%
-110.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.2% |
| 7D | -6.7% | +3.1% | -9.8% | -7.8% |
| 30D | -8.6% | +16.2% | -24.8% | -13.6% |
| 3M | -4.9% | +8.4% | -13.3% | -8.2% |
| 6M | -6.3% | +19.0% | -25.3% | -12.9% |
| YTD | +13.0% | +28.8% | -15.8% | +1.2% |
| 1Y | +14.9% | +33.1% | -18.2% | +1.4% |
| 3Y | +113.4% | +70.8% | +42.6% | +66.3% |
| 5Y | +190.2% | +74.2% | +115.9% | +118.6% |
| 10Y | +259.9% | +345.5% | -85.7% | +71.5% |
| All | +259.9% | +370.8% | -110.9% | +71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling