+281.4%
WMB vs P
+652.0%
-370.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.2% |
| 7D | +7.8% | +11.6% | -3.8% | +5.9% |
| 30D | -5.1% | -23.7% | +18.6% | -1.4% |
| 3M | -4.7% | -8.0% | +3.3% | -4.3% |
| 6M | -7.4% | +27.9% | -35.3% | -12.7% |
| YTD | +17.5% | +61.2% | -43.7% | +5.5% |
| 1Y | +19.5% | +28.6% | -9.1% | +9.9% |
| 3Y | +121.3% | +200.5% | -79.2% | +61.9% |
| 5Y | +200.5% | +282.9% | -82.4% | +99.8% |
| All | +281.4% | +652.0% | -370.7% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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