+120.7%
WMB vs PAAS
+210.2%
-89.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.5% | +2.3% |
| 7D | +1.6% | -5.2% | +6.7% | +1.9% |
| 30D | -7.1% | -13.9% | +6.9% | -6.2% |
| 3M | -4.0% | -23.8% | +19.8% | -2.3% |
| 6M | -5.7% | -36.4% | +30.7% | -2.8% |
| YTD | +17.2% | -23.4% | +40.5% | +17.4% |
| 1Y | +17.2% | +5.6% | +11.6% | +12.5% |
| All | +120.7% | +210.2% | -89.4% | +77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling