-7.9%
PYPL vs WMB
+22.7%
-30.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -6.4% | +9.8% | +1.5% |
| 7D | +6.5% | -8.6% | +15.1% | +3.8% |
| 30D | +10.6% | -4.2% | +14.8% | +9.5% |
| 3M | +3.1% | -4.4% | +7.5% | +2.1% |
| 6M | +20.2% | -8.7% | +28.8% | +17.3% |
| YTD | +4.0% | +15.4% | -11.3% | +6.9% |
| 1Y | -7.9% | +23.7% | -31.6% | -6.8% |
| All | -7.9% | +22.7% | -30.6% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling