+2,566.9%
WMB vs DRI
+7,577.6%
-5,010.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.3% |
| 7D | +0.6% | +0.6% | 0.0% | +0.4% |
| 30D | +3.3% | +3.8% | -0.6% | +1.9% |
| 3M | +3.1% | +13.0% | -9.9% | -1.0% |
| 6M | -0.7% | +8.3% | -9.0% | -3.8% |
| YTD | +25.2% | +20.6% | +4.5% | +16.9% |
| 1Y | +32.9% | +6.5% | +26.4% | +28.4% |
| 3Y | +140.6% | +53.7% | +86.8% | +103.9% |
| 5Y | +273.5% | +72.7% | +200.8% | +198.6% |
| 10Y | +334.2% | +363.2% | -28.9% | +138.4% |
| All | +2,566.9% | +7,577.6% | -5,010.7% | +766.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling