+285.3%
WMB vs DUOL
-10.4%
+295.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.2% | +7.5% | +2.5% |
| 7D | +0.8% | -7.8% | +8.6% | +1.2% |
| 30D | +7.7% | +11.8% | -4.1% | +7.0% |
| 3M | +6.7% | +24.1% | -17.4% | +5.2% |
| 6M | +3.6% | +43.6% | -40.0% | +1.2% |
| YTD | +28.0% | -16.6% | +44.6% | +28.6% |
| 1Y | +37.6% | -46.0% | +83.7% | +41.2% |
| 3Y | +149.0% | -6.5% | +155.5% | +146.1% |
| 5Y | +285.3% | -7.4% | +292.7% | +261.1% |
| All | +285.3% | -10.4% | +295.7% | +261.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 DUOL 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