+259.9%
WMB vs P
+748.5%
-488.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.3% | -2.6% | +2.7% |
| 7D | -6.7% | -9.6% | +3.0% | -5.3% |
| 30D | -8.6% | -33.4% | +24.9% | -3.0% |
| 3M | -4.9% | +14.2% | -19.1% | -7.7% |
| 6M | -6.3% | +31.6% | -37.9% | -12.1% |
| YTD | +13.0% | +53.5% | -40.5% | +2.3% |
| 1Y | +14.9% | +14.2% | +0.7% | +7.9% |
| 3Y | +113.4% | +190.5% | -77.1% | +57.1% |
| 5Y | +190.2% | +256.3% | -66.2% | +96.1% |
| 10Y | +259.9% | +707.9% | -448.0% | +91.9% |
| All | +259.9% | +748.5% | -488.7% | +91.9% |
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