+3,280.0%
PFE vs WMB
+5,535.5%
-2,255.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | +1.8% | +0.6% | +1.2% | +1.7% |
| 30D | +10.2% | +3.3% | +7.0% | +9.7% |
| 3M | +12.7% | +3.1% | +9.6% | +12.1% |
| 6M | +10.5% | -0.7% | +11.2% | +10.4% |
| YTD | +20.2% | +25.2% | -5.0% | +16.6% |
| 1Y | +24.1% | +32.9% | -8.8% | +19.4% |
| 3Y | -3.6% | +140.6% | -144.1% | -14.0% |
| 5Y | -20.9% | +273.5% | -294.3% | -33.3% |
| 10Y | +35.8% | +334.2% | -298.4% | +9.4% |
| All | +3,280.0% | +5,535.5% | -2,255.6% | +1,445.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling