+278.8%
WMB vs DRI
+72.9%
+205.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.2% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | +3.3% | +3.8% | -0.6% | +2.6% |
| 3M | +3.1% | +13.0% | -9.9% | +0.9% |
| 6M | -0.7% | +8.3% | -9.0% | -2.3% |
| YTD | +25.2% | +20.6% | +4.5% | +20.4% |
| 1Y | +32.9% | +6.5% | +26.4% | +30.7% |
| 3Y | +140.6% | +53.7% | +86.8% | +117.5% |
| All | +278.8% | +72.9% | +205.9% | +231.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling