-76.2%
PCG vs WMB
+265.8%
-342.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | 0.0% |
| 7D | -0.5% | -6.9% | +6.5% | +2.4% |
| 30D | +0.8% | -7.2% | +7.9% | +3.6% |
| 3M | -22.0% | -5.4% | -16.6% | -20.8% |
| 6M | -17.1% | -4.9% | -12.2% | -16.3% |
| YTD | -16.9% | +14.7% | -31.6% | -23.2% |
| 1Y | -19.1% | +14.7% | -33.8% | -25.3% |
| 3Y | -19.4% | +116.4% | -135.8% | -45.8% |
| 5Y | +9.0% | +198.5% | -189.5% | -37.8% |
| 10Y | -76.2% | +266.3% | -342.4% | -89.4% |
| All | -76.2% | +265.8% | -342.0% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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