+100.5%
WMB vs DRI
+66.4%
+34.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | -13.8% | +2.8% | -16.6% | -14.0% |
| 30D | -10.3% | +13.3% | -23.6% | -11.5% |
| 3M | -10.1% | +8.2% | -18.2% | -10.9% |
| 6M | -11.8% | +17.5% | -29.4% | -13.5% |
| YTD | +8.9% | +26.9% | -18.0% | +5.4% |
| 1Y | +14.0% | +31.6% | -17.6% | +9.5% |
| 3Y | +100.5% | +67.0% | +33.6% | +78.6% |
| All | +100.5% | +66.4% | +34.1% | +78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling