+281.4%
WMB vs PAAS
+205.7%
+75.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +7.8% | -8.9% | +16.7% | +8.9% |
| 30D | -5.1% | -11.4% | +6.3% | -4.0% |
| 3M | -4.7% | -20.4% | +15.7% | -2.7% |
| 6M | -7.4% | -40.7% | +33.3% | -2.7% |
| YTD | +17.5% | -26.9% | +44.4% | +19.1% |
| 1Y | +19.5% | -3.1% | +22.5% | +16.5% |
| 3Y | +121.3% | +199.3% | -78.0% | +81.4% |
| 5Y | +200.5% | +48.3% | +152.2% | +163.1% |
| All | +281.4% | +205.7% | +75.7% | +188.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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